Prevail Innovative Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prevail Innovative Wealth Advisors’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	$306K	Sell	3,804 -280	-7%	-$21.7K	0.05%	159
2026 Q1	$293K	Sell	4,084 -140	-3%	-$10.4K	0.05%	155
2025 Q4	$306K	Buy	4,224 +128	+3%	+$9.31K	0.05%	170
2025 Q3	$301K	Sell	4,096 -136	-3%	-$9.77K	0.06%	183
2025 Q2	$296K	Buy	+4,232	New	+$278K	0.07%	176
2025 Q1	–	Sell	-4,072	Closed	-$269K	–	196
2024 Q4	$269K	Buy	+4,072	New	+$276K	0.08%	142
2023 Q3	–	Sell	-53,040	Closed	-$2.92M	–	159
2023 Q2	$2.92M	Buy	+53,040	New	+$2.78M	1.6%	19

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

Prevail Innovative Wealth Advisors's VO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, selling an estimated $21.7K and leaving 3,804 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #159.

Prevail Innovative Wealth Advisors first reported a position in VO in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.92M in Q2 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prevail Innovative Wealth Advisors held 3,804 shares of Vanguard Morningstar Mid-Cap ETF worth $306K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 280 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.92M in Q2 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.