Ogorek Anthony Joseph’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ogorek Anthony Joseph’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	$38K	Hold	476	–	–	0.01%	214
2026 Q1	$34K	Hold	476	–	–	0.01%	212
2025 Q4	$34K	Hold	476	–	–	0.01%	202
2025 Q3	$34K	Hold	476	–	–	0.01%	208
2025 Q2	$33K	Sell	476 -116	-20%	-$7.61K	0.01%	198
2025 Q1	$38K	Sell	592 -240	-29%	-$16.1K	0.01%	183
2024 Q4	$54K	Buy	+832	New	+$56.5K	0.02%	115

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

Ogorek Anthony Joseph's VO Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 476 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #214.

Ogorek Anthony Joseph first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $54K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ogorek Anthony Joseph held 476 shares of Vanguard Morningstar Mid-Cap ETF worth $38K as of Q2 2026.
Ogorek Anthony Joseph left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #214 holding.
Ogorek Anthony Joseph first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Ogorek Anthony Joseph's Vanguard Morningstar Mid-Cap ETF position peaked at $54K in Q4 2024.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.