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

Prasad 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	$280K	Buy	3,481 +5	+0.1%	+$388	0.07%	128
2026 Q1	$250K	Buy	3,476 +8	+0.2%	+$594	0.07%	121
2025 Q4	$252K	Buy	3,468 +12	+0.3%	+$873	0.07%	123
2025 Q3	$254K	Buy	3,456 +4	+0.1%	+$287	0.07%	116
2025 Q2	$241K	Hold	3,452	–	–	0.07%	106
2025 Q1	$223K	Buy	3,452 +8	+0.2%	+$537	0.07%	107
2024 Q4	$227K	Buy	+3,444	New	+$234K	0.07%	101

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

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

Prasad Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.14% in Q2 2026, buying an estimated $388 and bringing the position to 3,481 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #128.

Prasad Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prasad Wealth Partners held 3,481 shares of Vanguard Morningstar Mid-Cap ETF worth $280K as of Q2 2026.
Prasad Wealth Partners bought 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Prasad Wealth Partners's portfolio in Q2 2026, its #128 holding.
Prasad Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.