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

Provident Wealth 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	$121K	Hold	1,496	–	–	0.03%	113
2026 Q1	$107K	Hold	1,496	–	–	0.03%	99
2025 Q4	$109K	Hold	1,496	–	–	0.03%	100
2025 Q3	$110K	Hold	1,496	–	–	0.03%	101
2025 Q2	$105K	Hold	1,496	–	–	0.03%	98
2025 Q1	$96.7K	Hold	1,496	–	–	0.03%	97
2024 Q4	$98.8K	Sell	1,496 -8	-0.5%	-$543	0.03%	95
2024 Q3	$99.2K	Hold	1,504	–	–	0.03%	95
2024 Q2	$91K	Buy	1,504 +8	+0.5%	+$486	0.03%	91
2024 Q1	$93.4K	Buy	1,496 +404	+37%	+$23.9K	0.04%	75
2023 Q4	$63.5K	Hold	1,092	–	–	0.03%	69
2023 Q3	$56.9K	Hold	1,092	–	–	0.03%	68
2023 Q2	$60.1K	Sell	1,092 -272	-20%	-$14.3K	0.03%	66
2023 Q1	$71.9K	Buy	1,364 +272	+25%	+$14.5K	0.04%	67
2022 Q4	$55.6K	Hold	1,092	–	–	0.03%	67
2022 Q3	$51K	Hold	1,092	–	–	0.03%	69
2022 Q2	$54K	Hold	1,092	–	–	0.03%	69
2022 Q1	$65K	Hold	1,092	–	–	0.04%	75
2021 Q4	$70K	Hold	1,092	–	–	0.05%	69
2021 Q3	$65K	Hold	1,092	–	–	0.05%	64
2021 Q2	$65K	Sell	1,092 -136	-11%	-$7.88K	0.05%	65
2021 Q1	$68K	Sell	1,228 -976	-44%	-$53K	0.08%	57
2020 Q4	$114K	Buy	2,204 +156	+8%	+$7.55K	0.13%	53
2020 Q3	$90K	Buy	2,048 +1,036	+102%	+$45.1K	0.1%	70
2020 Q2	$41K	Buy	+1,012	New	+$38.8K	0.05%	53
2020 Q1	–	Sell	-240	Closed	-$11K	–	60
2019 Q4	$11K	Buy	+240	New	+$10.3K	0.01%	55

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

Provident Wealth Management's VO Position: Q2 2026 in Review

Provident Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,496 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #113.

Provident Wealth Management first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Provident Wealth Management held 1,496 shares of Vanguard Morningstar Mid-Cap ETF worth $121K as of Q2 2026.
Provident Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Provident Wealth Management's portfolio in Q2 2026, its #113 holding.
Provident Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.