MY Wealth Management
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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
Q3 		$2.06M Sell
26,217
-704
-3% -$57.3K 1.5% 22
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MY Wealth Management's VO Position: Q3 2026 in Review

MY Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q3 2026, selling an estimated $57.3K and leaving 26,217 shares worth $2.06M. The position accounts for 1.5% of the portfolio, ranked #22.

MY Wealth Management first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.27M in Q1 2022. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • MY Wealth Management held 26,217 shares of Vanguard Morningstar Mid-Cap ETF worth $2.06M as of Q3 2026.
  • MY Wealth Management sold 704 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $57.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.5% of MY Wealth Management's portfolio in Q3 2026, its #22 holding.
  • MY Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • MY Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $6.27M in Q1 2022.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.