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Onyx Bridge Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Onyx Bridge Wealth Group’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 		$931K Buy
11,553
+17
+0.1% +$1.32K 0.08% 162
2026
Q1 		$828K Buy
11,536
+88
+0.8% +$6.54K 0.09% 161
2025
Q4 		$831K Sell
11,448
-316
-3% -$23K 0.09% 156
2025
Q3 		$865K Buy
11,764
+3,048
+35% +$219K 0.09% 152
2025
Q2 		$611K Sell
8,716
-2,000
-19% -$131K 0.08% 154
2025
Q1 		$693K Buy
10,716
+80
+0.8% +$5.37K 0.1% 132
2024
Q4 		$702K Sell
10,636
-28
-0.3% -$1.9K 0.1% 127
2024
Q3 		$703K Sell
10,664
-1,000
-9% -$62.8K 0.11% 129
2024
Q2 		$706K Sell
11,664
-164
-1% -$9.97K 0.12% 119
2024
Q1 		$711K Sell
11,828
-112
-0.9% -$6.62K 0.13% 117
2023
Q4 		$694K Sell
11,940
-1,516
-11% -$81K 0.14% 105
2023
Q3 		$701K Buy
13,456
+1,908
+17% +$105K 0.16% 99
2023
Q2 		$636K Buy
+11,548
New +$605K 0.15% 107
2022
Q2 		– Sell
-4,364
Closed -$242K – 189
2022
Q1 		$242K Hold
4,364
– – 0.09% 121
2021
Q4 		$277K Buy
4,364
+56
+1% +$3.51K 0.09% 123
2021
Q3 		$268K Buy
+4,308
New +$260K 0.1% 111
2021
Q2 		– Sell
-4,980
Closed -$276K – 149
2021
Q1 		$276K Buy
+4,980
New +$270K 0.14% 75

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

Onyx Bridge Wealth Group's VO Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q2 2026, buying an estimated $1.32K and bringing the position to 11,553 shares worth $931K. The position accounts for 0.08% of the portfolio, ranked #162.

Onyx Bridge Wealth Group first reported a position in VO in Q1 2021 and has held it in 17 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Onyx Bridge Wealth Group held 11,553 shares of Vanguard Morningstar Mid-Cap ETF worth $931K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 17 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.32K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #162 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.