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

Naviter 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	$536K	Buy	+6,649	New	+$515K	0.05%	214
2025 Q4	–	Sell	-4,384	Closed	-$323K	–	287
2025 Q3	$323K	Sell	4,384 -760	-15%	-$54.6K	0.04%	229
2025 Q2	$361K	Buy	5,144 +144	+3%	+$9.45K	0.04%	219
2025 Q1	$323K	Sell	5,000 -4	-0.1%	-$268	0.04%	227
2024 Q4	$330K	Hold	5,004	–	–	0.04%	229
2024 Q3	$330K	Buy	5,004 +128	+3%	+$8.04K	0.05%	197
2024 Q2	$296K	Buy	4,876 +760	+18%	+$46.2K	0.04%	198
2024 Q1	$257K	Sell	4,116 -848	-17%	-$50.1K	0.04%	203
2023 Q4	$289K	Buy	+4,964	New	+$265K	0.06%	186

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

Naviter Wealth's VO Position: Q2 2026 in Review

Naviter Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 6,649 shares worth $536K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in VO as recently as Q3 2025.

Naviter Wealth first reported a position in VO in Q4 2023 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Naviter Wealth held 6,649 shares of Vanguard Morningstar Mid-Cap ETF worth $536K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Naviter Wealth position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #214 holding.
Naviter Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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