Prepared Retirement Institute’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prepared Retirement Institute’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	$440K	Buy	5,462 +146	+3%	+$11.3K	0.19%	57
2026 Q1	$382K	Sell	5,316 -16	-0.3%	-$1.19K	0.19%	57
2025 Q4	$387K	Buy	5,332 +4	+0.1%	+$291	0.19%	60
2025 Q3	$391K	Buy	5,328 +4	+0.1%	+$287	0.2%	54
2025 Q2	$373K	Hold	5,324	–	–	0.22%	51
2025 Q1	$344K	Hold	5,324	–	–	0.22%	51
2024 Q4	$351K	Buy	5,324 +4	+0.1%	+$272	0.2%	52
2024 Q3	$351K	Sell	5,320 -16	-0.3%	-$1K	0.21%	45
2024 Q2	$323K	Hold	5,336	–	–	0.21%	53
2024 Q1	$333K	Buy	5,336 +4	+0.1%	+$236	0.25%	46
2023 Q4	$310K	Buy	+5,332	New	+$285K	0.23%	58

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

Prepared Retirement Institute's VO Position: Q2 2026 in Review

Prepared Retirement Institute increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,462 shares worth $440K. The position accounts for 0.19% of the portfolio, ranked #57.

Prepared Retirement Institute first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prepared Retirement Institute held 5,462 shares of Vanguard Morningstar Mid-Cap ETF worth $440K as of Q2 2026.
Prepared Retirement Institute bought 146 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Prepared Retirement Institute's portfolio in Q2 2026, its #57 holding.
Prepared Retirement Institute first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.