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

Refined 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 		$340K Buy
4,215
+3
+0.1% +$233 0.21% 34
2026
Q1 		$302K Sell
4,212
-49,240
-92% -$3.66M 0.19% 37
2025
Q4 		$3.88M Buy
53,452
+524
+1% +$38.1K 2.61% 13
2025
Q3 		$3.89M Sell
52,928
-212
-0.4% -$15.2K 2.5% 14
2025
Q2 		$3.72M Buy
53,140
+1,140
+2% +$74.8K 2.56% 13
2025
Q1 		$3.36M Sell
52,000
-29,888
-36% -$2.01M 2.75% 13
2024
Q4 		$5.41M Sell
81,888
-560
-0.7% -$38K 4.12% 11
2024
Q3 		$5.44M Buy
82,448
+2,664
+3% +$167K 4.19% 10
2024
Q2 		$4.83M Buy
79,784
+2,992
+4% +$182K 3.72% 11
2024
Q1 		$4.8M Buy
76,792
+728
+1% +$43K 3.38% 12
2023
Q4 		$4.42M Buy
76,064
+49,436
+186% +$2.64M 3.45% 12
2023
Q3 		$1.39M Buy
26,628
+3,456
+15% +$190K 1.24% 16
2023
Q2 		$1.28M Buy
23,172
+3,364
+17% +$176K 1.05% 16
2023
Q1 		$1.04M Sell
19,808
-3,536
-15% -$188K 0.92% 17
2022
Q4 		$1.19M Buy
23,344
+728
+3% +$37.1K 1.04% 17
2022
Q3 		$1.06M Buy
22,616
+24
+0.1% +$1.25K 0.96% 18
2022
Q2 		$1.11M Buy
22,592
+1,524
+7% +$82.3K 0.99% 18
2022
Q1 		$1.25M Sell
21,068
-59,928
-74% -$3.52M 1.06% 17
2021
Q4 		$5.16M Buy
80,996
+1,196
+1% +$75K 4% 9
2021
Q3 		$4.72M Buy
79,800
+1,800
+2% +$109K 3.83% 9
2021
Q2 		$4.63M Buy
+78,000
New +$4.52M 3.89% 9

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Refined Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q2 2026, buying an estimated $233 and bringing the position to 4,215 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #34.

Refined Wealth Management first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.44M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Refined Wealth Management held 4,215 shares of Vanguard Morningstar Mid-Cap ETF worth $340K as of Q2 2026.
  • Refined Wealth Management bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of Refined Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Refined Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Refined Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.44M in Q3 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.