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

Regimen Wealth’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	$311K	Buy	3,866 +50	+1%	+$3.88K	0.08%	60
2026 Q1	$275K	Buy	3,816 +80	+2%	+$5.94K	0.08%	63
2025 Q4	$271K	Sell	3,736 -72	-2%	-$5.24K	0.08%	67
2025 Q3	$279K	Sell	3,808 -212	-5%	-$15.2K	0.08%	64
2025 Q2	$281K	Buy	4,020 +232	+6%	+$15.2K	0.09%	66
2025 Q1	$247K	Buy	3,788 +284	+8%	+$19.1K	0.08%	61
2024 Q4	$231K	Sell	3,504 -36	-1%	-$2.44K	0.08%	59
2024 Q3	$234K	Buy	3,540 +120	+4%	+$7.53K	0.08%	61
2024 Q2	$207K	Sell	3,420 -16	-0.5%	-$972	0.07%	61
2024 Q1	$215K	Sell	3,436 -164	-5%	-$9.69K	0.07%	57
2023 Q4	$209K	Buy	+3,600	New	+$192K	0.08%	59

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

Regimen Wealth's VO Position: Q2 2026 in Review

Regimen Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $3.88K and bringing the position to 3,866 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #60.

Regimen Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Regimen Wealth held 3,866 shares of Vanguard Morningstar Mid-Cap ETF worth $311K as of Q2 2026.
Regimen Wealth bought 50 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.88K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Regimen Wealth's portfolio in Q2 2026, its #60 holding.
Regimen Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.