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

OakTrust Wealth Advisors’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 		$288K Hold
3,576
– – 0.25% 54
2026
Q1 		$257K Hold
3,576
– – 0.23% 56
2025
Q4 		$259K Buy
+3,576
New +$260K 0.24% 61

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

OakTrust Wealth Advisors's VO Position: Q2 2026 in Review

OakTrust Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,576 shares worth $288K. The position accounts for 0.25% of the portfolio, ranked #54.

OakTrust Wealth Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,470 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • OakTrust Wealth Advisors held 3,576 shares of Vanguard Morningstar Mid-Cap ETF worth $288K as of Q2 2026.
  • OakTrust Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • OakTrust Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,470 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.