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

One 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	$404K	Buy	5,012 +1,272	+34%	+$98.6K	0.04%	212
2026 Q1	$269K	Hold	3,740	–	–	0.03%	259
2025 Q4	$271K	Hold	3,740	–	–	0.03%	251
2025 Q3	$275K	Hold	3,740	–	–	0.03%	249
2025 Q2	$262K	Buy	3,740 +48	+1%	+$3.15K	0.04%	239
2025 Q1	$239K	Hold	3,692	–	–	0.04%	247
2024 Q4	$244K	Hold	3,692	–	–	0.04%	214
2024 Q3	$244K	Hold	3,692	–	–	0.04%	231
2024 Q2	$226K	Hold	3,692	–	–	0.05%	206
2024 Q1	$231K	Hold	3,692	–	–	0.04%	218
2023 Q4	$215K	Buy	+3,692	New	+$197K	0.04%	197
2023 Q3	–	Sell	-3,760	Closed	-$207K	–	225
2023 Q2	$207K	Buy	+3,760	New	+$197K	0.04%	199
2023 Q1	–	Sell	-3,784	Closed	-$193K	–	590
2022 Q4	$193K	Buy	+3,784	New	+$193K	0.04%	199
2022 Q2	–	Sell	-5,488	Closed	-$326K	–	217
2022 Q1	$326K	Hold	5,488	–	–	0.08%	135
2021 Q4	$350K	Sell	5,488 -784	-13%	-$49.1K	0.09%	118
2021 Q3	$371K	Hold	6,272	–	–	0.11%	118
2021 Q2	$372K	Sell	6,272 -188	-3%	-$10.9K	0.12%	99
2021 Q1	$357K	Sell	6,460 -1,964	-23%	-$107K	0.14%	87
2020 Q4	$435K	Sell	8,424 -144	-2%	-$6.97K	0.24%	53
2020 Q3	$378K	Buy	8,568 +3,436	+67%	+$150K	0.26%	42
2020 Q2	$210K	Sell	5,132 -10,104	-66%	-$387K	0.17%	69
2020 Q1	$501K	Buy	+15,236	New	+$631K	0.5%	24

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

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

One Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 34% in Q2 2026, buying an estimated $98.6K and bringing the position to 5,012 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #212.

One Wealth Advisors first reported a position in VO in Q1 2020 and has held it in 22 quarters since. The position peaked at $501K in Q1 2020. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

One Wealth Advisors held 5,012 shares of Vanguard Morningstar Mid-Cap ETF worth $404K as of Q2 2026.
One Wealth Advisors bought 1,272 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $98.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #212 holding.
One Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
One Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $501K in Q1 2020.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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