Morton Brown Family Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Morton Brown Family Wealth’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	$4.11K	Sell	51 -161	-76%	-$12.5K	﹤0.01%	239
2026 Q1	$15.2K	Hold	212	–	–	﹤0.01%	168
2025 Q4	$15.4K	Hold	212	–	–	﹤0.01%	168
2025 Q3	$15.6K	Sell	212 -40	-16%	-$2.87K	﹤0.01%	153
2025 Q2	$17.6K	Hold	252	–	–	0.01%	155
2025 Q1	$16.3K	Hold	252	–	–	0.01%	160
2024 Q4	$16.6K	Hold	252	–	–	0.01%	146
2024 Q3	$16.6K	Sell	252 -40	-14%	-$2.51K	0.01%	143
2024 Q2	$18.2K	Buy	292 +40	+16%	+$2.43K	0.01%	132
2024 Q1	$15.7K	Buy	252 +40	+19%	+$2.36K	0.01%	130
2023 Q4	$12.3K	Hold	212	–	–	0.01%	170
2023 Q3	$11K	Hold	212	–	–	0.01%	121
2023 Q2	$11.7K	Buy	+212	New	+$11.1K	0.01%	113

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morton Brown Family Wealth's VO Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 76% in Q2 2026, selling an estimated $12.5K and leaving 51 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Morton Brown Family Wealth first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.2K in Q2 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Morton Brown Family Wealth held 51 shares of Vanguard Morningstar Mid-Cap ETF worth $4.11K as of Q2 2026.
Morton Brown Family Wealth sold 161 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #239 holding.
Morton Brown Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Morton Brown Family Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $18.2K in Q2 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.