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

Retirement Wealth Solutions’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 Q3	$93.2K	Sell	1,188 -19	-2%	-$1.54K	0.05%	85
2026 Q2	$97.3K	Sell	1,207 -97	-7%	-$7.52K	0.05%	77
2026 Q1	$93.7K	Sell	1,304 -664	-34%	-$49.3K	0.06%	67
2025 Q4	$143K	Buy	1,968 +744	+61%	+$54.1K	0.09%	57
2025 Q3	$89.9K	Buy	1,224 +420	+52%	+$30.2K	0.06%	69
2025 Q2	$56.2K	Buy	804 +692	+618%	+$45.4K	0.04%	85
2025 Q1	$7.22K	Sell	112 -40	-26%	-$2.68K	0.01%	260
2024 Q4	$9.9K	Buy	+152	New	+$10.3K	0.01%	232

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Retirement Wealth Solutions's VO Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q3 2026, selling an estimated $1.54K and leaving 1,188 shares worth $93.2K. The position accounts for 0.05% of the portfolio, ranked #85.

Retirement Wealth Solutions first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $143K in Q4 2025. 2,024 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Retirement Wealth Solutions held 1,188 shares of Vanguard Morningstar Mid-Cap ETF worth $93.2K as of Q3 2026.
Retirement Wealth Solutions sold 19 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.54K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #85 holding.
Retirement Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $143K in Q4 2025.
2,024 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.