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

Revisor 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	$1.39M	Buy	17,253 +1,889	+12%	+$146K	0.33%	75
2026 Q1	$1.1M	Sell	15,364 -664	-4%	-$49.3K	0.3%	89
2025 Q4	$1.19M	Buy	16,028 +5,724	+56%	+$416K	0.32%	76
2025 Q3	$755K	Sell	10,304 -3,804	-27%	-$273K	0.26%	85
2025 Q2	$1M	Sell	14,108 -2,088	-13%	-$137K	0.36%	54
2025 Q1	$1.05M	Buy	16,196 +1,292	+9%	+$86.7K	0.47%	43
2024 Q4	$984K	Buy	14,904 +296	+2%	+$20.1K	0.91%	26
2024 Q3	$964K	Buy	14,608 +6,180	+73%	+$388K	0.6%	31
2024 Q2	$510K	Buy	+8,428	New	+$512K	0.35%	53

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

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

Revisor Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $146K and bringing the position to 17,253 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #75.

Revisor Wealth Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Revisor Wealth Management held 17,253 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
Revisor Wealth Management bought 1,889 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $146K.
Vanguard Morningstar Mid-Cap ETF made up 0.33% of Revisor Wealth Management's portfolio in Q2 2026, its #75 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.