Private Wealth Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Private Wealth Asset Management’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	$10.3M	Buy	128,639 +12,131	+10%	+$940K	0.99%	22
2026 Q1	$8.36M	Sell	116,508 -4,264	-4%	-$317K	0.89%	27
2025 Q4	$8.76M	Sell	120,772 -3,588	-3%	-$261K	0.95%	23
2025 Q3	$9.13M	Sell	124,360 -1,752	-1%	-$126K	1.08%	18
2025 Q2	$8.82M	Buy	126,112 +10,912	+9%	+$716K	1.17%	18
2025 Q1	$7.45M	Buy	+115,200	New	+$7.73M	1.07%	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

Private Wealth Asset Management's VO Position: Q2 2026 in Review

Private Wealth Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $940K and bringing the position to 128,639 shares worth $10.3M. The position accounts for 0.99% of the portfolio, ranked #22.

Private Wealth Asset Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Wealth Asset Management held 128,639 shares of Vanguard Morningstar Mid-Cap ETF worth $10.3M as of Q2 2026.
Private Wealth Asset Management bought 12,131 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $940K.
Vanguard Morningstar Mid-Cap ETF made up 0.99% of Private Wealth Asset Management's portfolio in Q2 2026, its #22 holding.
Private Wealth Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.