Old North State Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Old North State 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 Q2	$250K	Buy	3,104 +20	+0.6%	+$1.55K	0.11%	101
2026 Q1	$222K	Buy	3,084 +8	+0.3%	+$594	0.1%	108
2025 Q4	$224K	Hold	3,076	–	–	0.11%	114
2025 Q3	$227K	Buy	3,076 +8	+0.3%	+$575	0.11%	116
2025 Q2	$215K	Buy	+3,068	New	+$201K	0.11%	116
2025 Q1	–	Sell	-3,616	Closed	-$239K	–	116
2024 Q4	$239K	Buy	3,616 +16	+0.4%	+$1.09K	0.13%	103
2024 Q3	$238K	Buy	3,600 +28	+0.8%	+$1.76K	0.13%	101
2024 Q2	$217K	Hold	3,572	–	–	0.14%	91
2024 Q1	$224K	Buy	3,572 +16	+0.4%	+$946	0.15%	85
2023 Q4	$207K	Buy	+3,556	New	+$190K	0.15%	81

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

Old North State Wealth Management's VO Position: Q2 2026 in Review

Old North State Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.65% in Q2 2026, buying an estimated $1.55K and bringing the position to 3,104 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #101.

Old North State Wealth Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Old North State Wealth Management held 3,104 shares of Vanguard Morningstar Mid-Cap ETF worth $250K as of Q2 2026.
Old North State Wealth Management bought 20 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Old North State Wealth Management's portfolio in Q2 2026, its #101 holding.
Old North State Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.