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MorganRosel Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

MorganRosel Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Sell
38,124
-95,920
-72% -$7.13M 1.08% 26
2025
Q4 		$9.73M Buy
134,044
+220
+0.2% +$16K 2.43% 11
2025
Q3 		$9.83M Buy
133,824
+8,992
+7% +$646K 2.55% 7
2025
Q2 		$8.73M Buy
124,832
+856
+0.7% +$56.2K 2.38% 9
2025
Q1 		$8.02M Buy
123,976
+10,320
+9% +$693K 2.43% 12
2024
Q4 		$7.5M Buy
113,656
+2,856
+3% +$194K 2.46% 11
2024
Q3 		$7.31M Buy
110,800
+504
+0.5% +$31.6K 2.41% 12
2024
Q2 		$6.68M Buy
110,296
+4,664
+4% +$283K 2.36% 13
2024
Q1 		$6.6M Buy
105,632
+6,292
+6% +$372K 2.35% 13
2023
Q4 		$5.78M Sell
99,340
-1,096
-1% -$58.6K 2.23% 13
2023
Q3 		$5.23M Buy
100,436
+2,100
+2% +$115K 2.18% 14
2023
Q2 		$5.41M Buy
98,336
+2,260
+2% +$118K 2.21% 14
2023
Q1 		$5.07M Buy
96,076
+38,288
+66% +$2.04M 2.16% 13
2022
Q4 		$2.94M Buy
57,788
+1,692
+3% +$86.2K 1.36% 15
2022
Q3 		$2.64M Sell
56,096
-16,732
-23% -$874K 1.32% 14
2022
Q2 		$3.59M Buy
72,828
+9,640
+15% +$521K 1.92% 14
2022
Q1 		$3.76M Sell
63,188
-30,312
-32% -$1.78M 1.82% 13
2021
Q4 		$5.96M Buy
93,500
+1,468
+2% +$92K 2.9% 7
2021
Q3 		$5.45M Buy
92,032
+616
+0.7% +$37.2K 2.97% 6
2021
Q2 		$5.42M Buy
91,416
+2,760
+3% +$160K 3.04% 8
2021
Q1 		$4.91M Buy
88,656
+8,732
+11% +$474K 3.09% 9
2020
Q4 		$4.13M Buy
79,924
+2,280
+3% +$110K 2.91% 8
2020
Q3 		$3.42M Sell
77,644
-4,360
-5% -$190K 2.75% 9
2020
Q2 		$3.36M Sell
82,004
-14,944
-15% -$572K 3.11% 8
2020
Q1 		$3.19M Sell
96,948
-6,456
-6% -$267K 3.64% 8
2019
Q4 		$4.61M Buy
103,404
+988
+1% +$42.4K 3.5% 9
2019
Q3 		$4.29M Sell
102,416
-2,900
-3% -$121K 3.52% 9
2019
Q2 		$4.4M Buy
105,316
+284
+0.3% +$11.6K 3.63% 7
2019
Q1 		$4.22M Buy
105,032
+48,136
+85% +$1.85M 3.58% 8
2018
Q4 		$1.97M Buy
+56,896
New +$2.14M 2.03% 12

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MorganRosel Wealth Management's VO Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 72% in Q1 2026, selling an estimated $7.13M and leaving 38,124 shares worth $2.74M. The position accounts for 1.08% of the portfolio, ranked #26.

MorganRosel Wealth Management first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.83M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • MorganRosel Wealth Management held 38,124 shares of Vanguard Mid-Cap ETF worth $2.74M as of Q1 2026.
  • MorganRosel Wealth Management sold 95,920 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $7.13M.
  • Vanguard Mid-Cap ETF made up 1.08% of MorganRosel Wealth Management's portfolio in Q1 2026, its #26 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Vanguard Mid-Cap ETF position peaked at $9.83M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.