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MorganRosel Wealth Management’s Vanguard Morningstar 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
Q2 		$3.33M Buy
41,277
+3,153
+8% +$244K 1.12% 28
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MorganRosel Wealth Management's VO Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.3% in Q2 2026, buying an estimated $244K and bringing the position to 41,277 shares worth $3.33M. The position accounts for 1.12% of the portfolio, ranked #28.

MorganRosel Wealth Management first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.83M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MorganRosel Wealth Management held 41,277 shares of Vanguard Morningstar Mid-Cap ETF worth $3.33M as of Q2 2026.
  • MorganRosel Wealth Management bought 3,153 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $244K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.12% of MorganRosel Wealth Management's portfolio in Q2 2026, its #28 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $9.83M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.