Quest 10 Wealth Builders’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Quest 10 Wealth Builders’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	$124K	Sell	1,542 -6	-0.4%	-$465	0.1%	126
2026 Q1	$111K	Sell	1,548 -16	-1%	-$1.19K	0.1%	130
2025 Q4	$113K	Sell	1,564 -8	-0.5%	-$582	0.1%	126
2025 Q3	$115K	Hold	1,572	–	–	0.11%	118
2025 Q2	$110K	Sell	1,572 -268	-15%	-$17.6K	0.11%	117
2025 Q1	$119K	Buy	1,840 +260	+16%	+$17.4K	0.13%	112
2024 Q4	$104K	Buy	+1,580	New	+$107K	0.1%	126

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

Quest 10 Wealth Builders's VO Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.39% in Q2 2026, selling an estimated $465 and leaving 1,542 shares worth $124K. The position accounts for 0.1% of the portfolio, ranked #126.

Quest 10 Wealth Builders first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Quest 10 Wealth Builders held 1,542 shares of Vanguard Morningstar Mid-Cap ETF worth $124K as of Q2 2026.
Quest 10 Wealth Builders sold 6 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $465.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #126 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.