Oak Harbor Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Oak Harbor Wealth Partners’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	$2.7M	Sell	33,491 -204,085	-86%	-$15.8M	1.01%	28
2026 Q1	$17.1M	Buy	237,576 +11,880	+5%	+$883K	3.99%	3
2025 Q4	$16.4M	Buy	225,696 +2,600	+1%	+$189K	3.93%	3
2025 Q3	$16.4M	Buy	223,096 +13,824	+7%	+$993K	4.05%	3
2025 Q2	$14.6M	Sell	209,272 -988	-0.5%	-$64.9K	3.96%	3
2025 Q1	$13.6M	Buy	210,260 +6,804	+3%	+$457K	3.89%	3
2024 Q4	$13.4M	Buy	203,456 +2,804	+1%	+$190K	3.9%	4
2024 Q3	$13.2M	Buy	200,652 +12,472	+7%	+$783K	3.77%	4
2024 Q2	$11.4M	Buy	188,180 +2,196	+1%	+$133K	3.58%	3
2024 Q1	$11.6M	Buy	185,984 +54,120	+41%	+$3.2M	3.62%	2
2023 Q4	$7.67M	Buy	131,864 +131,540	+40,599%	+$7.03M	2.57%	7
2023 Q3	$16.9K	Hold	324	–	–	0.01%	205
2023 Q2	$17.8K	Hold	324	–	–	0.01%	212
2023 Q1	$17.1K	Hold	324	–	–	0.01%	205
2022 Q4	$16.5K	Hold	324	–	–	0.01%	198
2022 Q3	$15K	Hold	324	–	–	0.01%	195
2022 Q2	$16K	Hold	324	–	–	0.01%	194
2022 Q1	$19K	Hold	324	–	–	0.01%	208
2021 Q4	$21K	Buy	+324	New	+$20.3K	0.01%	214

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

Oak Harbor Wealth Partners's VO Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 86% in Q2 2026, selling an estimated $15.8M and leaving 33,491 shares worth $2.7M. The position accounts for 1.01% of the portfolio, ranked #28.

Oak Harbor Wealth Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.1M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Oak Harbor Wealth Partners held 33,491 shares of Vanguard Morningstar Mid-Cap ETF worth $2.7M as of Q2 2026.
Oak Harbor Wealth Partners sold 204,085 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.8M.
Vanguard Morningstar Mid-Cap ETF made up 1.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #28 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $17.1M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.