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

Potentia Wealth’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	–	Sell	-5,660	Closed	-$406K	–	94
2026 Q1	$406K	Hold	5,660	–	–	0.16%	67
2025 Q4	$411K	Hold	5,660	–	–	0.15%	66
2025 Q3	$416K	Buy	5,660 +60	+1%	+$4.31K	0.16%	68
2025 Q2	$392K	Hold	5,600	–	–	0.22%	52
2025 Q1	$362K	Hold	5,600	–	–	0.17%	69
2024 Q4	$370K	Buy	+5,600	New	+$380K	0.16%	73

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 22.9% 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

Potentia Wealth's VO Position: Q2 2026 in Review

Potentia Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,660 shares — an estimated $406K sold.

Potentia Wealth first reported a position in VO in Q4 2024 and held it in 6 quarters. The position peaked at $416K in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Potentia Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 5,660 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $406K.
Potentia Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $416K in Q3 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.