Perfromance Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Perfromance Wealth Partners’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	$331K	Buy	4,109 +21	+0.5%	+$1.63K	0.01%	171
2026 Q1	$294K	Sell	4,088 -116	-3%	-$8.62K	0.01%	167
2025 Q4	$305K	Buy	4,204 +100	+2%	+$7.27K	0.01%	164
2025 Q3	$301K	Hold	4,104	–	–	0.01%	166
2025 Q2	$287K	Buy	+4,104	New	+$269K	0.01%	152
2024 Q1	–	Sell	-100,240	Closed	-$5.83M	–	185
2023 Q4	$5.83M	Buy	100,240 +3,044	+3%	+$163K	0.26%	31
2023 Q3	$5.06M	Buy	97,196 +16,404	+20%	+$900K	0.25%	36
2023 Q2	$4.44M	Buy	80,792 +19,016	+31%	+$997K	0.2%	38
2023 Q1	$3.26M	Buy	61,776 +43,968	+247%	+$2.34M	0.17%	46
2022 Q4	$907K	Buy	+17,808	New	+$907K	0.05%	75
2022 Q1	–	Sell	-3,600	Closed	-$229K	–	190
2021 Q4	$229K	Buy	+3,600	New	+$226K	0.01%	165

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

Perfromance Wealth Partners's VO Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q2 2026, buying an estimated $1.63K and bringing the position to 4,109 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #171.

Perfromance Wealth Partners first reported a position in VO in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.83M in Q4 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Perfromance Wealth Partners held 4,109 shares of Vanguard Morningstar Mid-Cap ETF worth $331K as of Q2 2026.
Perfromance Wealth Partners bought 21 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.63K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #171 holding.
Perfromance Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Perfromance Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $5.83M in Q4 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.