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

Private Wealth Management Group’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	$1.29K	Hold	16	–	–	﹤0.01%	1251
2026 Q1	$1.15K	Sell	16 -220	-93%	-$16.3K	﹤0.01%	1220
2025 Q4	$17.1K	Buy	236 +220	+1,375%	+$16K	﹤0.01%	363
2025 Q3	$1.18K	Hold	16	–	–	﹤0.01%	1242
2025 Q2	$1.12K	Sell	16 -144	-90%	-$9.45K	﹤0.01%	1249
2025 Q1	$10.3K	Hold	160	–	–	﹤0.01%	459
2024 Q4	$10.6K	Hold	160	–	–	﹤0.01%	452
2024 Q3	$10.6K	Hold	160	–	–	﹤0.01%	442
2024 Q2	$9.68K	Hold	160	–	–	﹤0.01%	449
2024 Q1	$9.99K	Sell	160 -468	-75%	-$27.7K	﹤0.01%	408
2023 Q4	$36.5K	Buy	+628	New	+$33.6K	0.02%	193

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 Management Group's VO Position: Q2 2026 in Review

Private Wealth Management Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 16 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Private Wealth Management Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.5K in Q4 2023. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Wealth Management Group held 16 shares of Vanguard Morningstar Mid-Cap ETF worth $1.29K as of Q2 2026.
Private Wealth Management Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1251 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $36.5K in Q4 2023.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.