Prudent Investors Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Prudent Investors Network’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	$24.5M	Buy	303,890 +11,946	+4%	+$926K	4.74%	10
2026 Q1	$21M	Buy	291,944 +12,596	+5%	+$936K	4.56%	7
2025 Q4	$20.3M	Sell	279,348 -38,248	-12%	-$2.78M	4.65%	8
2025 Q3	$23.3M	Buy	317,596 +6,704	+2%	+$481K	5.71%	7
2025 Q2	$21.7M	Buy	310,892 +2,892	+0.9%	+$190K	5.87%	7
2025 Q1	$19.9M	Sell	308,000 -9,720	-3%	-$652K	5.67%	6
2024 Q4	$21M	Buy	317,720 +14,688	+5%	+$997K	6.14%	6
2024 Q3	$20M	Buy	303,032 +56,928	+23%	+$3.57M	6.13%	6
2024 Q2	$14.9M	Buy	246,104 +6,816	+3%	+$414K	5.38%	7
2024 Q1	$14.9M	Buy	+239,288	New	+$14.1M	5.64%	5

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

Prudent Investors Network's VO Position: Q2 2026 in Review

Prudent Investors Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $926K and bringing the position to 303,890 shares worth $24.5M. The position accounts for 4.74% of the portfolio, ranked #10.

Prudent Investors Network first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Prudent Investors Network held 303,890 shares of Vanguard Morningstar Mid-Cap ETF worth $24.5M as of Q2 2026.
Prudent Investors Network bought 11,946 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $926K.
Vanguard Morningstar Mid-Cap ETF made up 4.74% of Prudent Investors Network's portfolio in Q2 2026, its #10 holding.
Prudent Investors Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.