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

MY 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	$2.17M	Sell	26,921 -34,343	-56%	-$2.66M	1.53%	23
2026 Q1	$3.96M	Buy	61,264 +4,020	+7%	+$299K	3.83%	11
2025 Q4	$4.15M	Sell	57,244 -1,900	-3%	-$138K	3.62%	12
2025 Q3	$4.34M	Buy	59,144 +268	+0.5%	+$19.2K	3.81%	11
2025 Q2	$4.12M	Sell	58,876 -2,388	-4%	-$157K	3.95%	11
2025 Q1	$3.96M	Sell	61,264 -840	-1%	-$56.4K	3.83%	11
2024 Q4	$4.1M	Sell	62,104 -308	-0.5%	-$20.9K	4.1%	12
2024 Q3	$4.12M	Buy	62,412 +1,192	+2%	+$74.8K	4.18%	10
2024 Q2	$3.71M	Buy	61,220 +688	+1%	+$41.8K	4.22%	10
2024 Q1	$3.78M	Sell	60,532 -28,152	-32%	-$1.66M	4.17%	12
2023 Q4	$5.16M	Buy	88,684 +3,308	+4%	+$177K	4.85%	7
2023 Q3	$4.44M	Sell	85,376 -2,808	-3%	-$154K	4.42%	11
2023 Q2	$4.85M	Buy	88,184 +4,588	+5%	+$241K	4.43%	10
2023 Q1	$4.41M	Sell	83,596 -1,700	-2%	-$90.4K	4.41%	9
2022 Q4	$4.35M	Sell	85,296 -2,320	-3%	-$118K	6.62%	5
2022 Q3	$4.12M	Sell	87,616 -18,132	-17%	-$948K	4.42%	8
2022 Q2	$5.21M	Buy	105,748 +296	+0.3%	+$16K	5.62%	7
2022 Q1	$6.27M	Buy	105,452 +52,416	+99%	+$3.08M	5.81%	4
2021 Q4	$3.38M	Buy	+53,036	New	+$3.32M	2.97%	14

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 22.96% 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

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

MY Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 56% in Q2 2026, selling an estimated $2.66M and leaving 26,921 shares worth $2.17M. The position accounts for 1.53% of the portfolio, ranked #23.

MY Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.27M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MY Wealth Management held 26,921 shares of Vanguard Morningstar Mid-Cap ETF worth $2.17M as of Q2 2026.
MY Wealth Management sold 34,343 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.66M.
Vanguard Morningstar Mid-Cap ETF made up 1.53% of MY Wealth Management's portfolio in Q2 2026, its #23 holding.
MY Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
MY Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $6.27M in Q1 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.