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

Revolve Wealth Partners’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 		$3.18M Sell
39,478
-78
-0.2% -$6.05K 0.33% 46
2026
Q1 		$2.84M Sell
39,556
-2,656
-6% -$197K 0.37% 43
2025
Q4 		$3.06M Sell
42,212
-512
-1% -$37.2K 0.36% 42
2025
Q3 		$3.14M Sell
42,724
-1,228
-3% -$88.2K 0.38% 40
2025
Q2 		$3.07M Buy
43,952
+852
+2% +$55.9K 0.4% 39
2025
Q1 		$2.79M Sell
43,100
-972
-2% -$65.2K 0.4% 39
2024
Q4 		$2.91M Buy
44,072
+236
+0.5% +$16K 0.42% 37
2024
Q3 		$2.89M Sell
43,836
-2,352
-5% -$148K 0.44% 33
2024
Q2 		$2.8M Sell
46,188
-200
-0.4% -$12.2K 0.46% 33
2024
Q1 		$2.9M Sell
46,388
-632
-1% -$37.3K 0.49% 33
2023
Q4 		$2.73M Sell
47,020
-9,808
-17% -$524K 0.53% 32
2023
Q3 		$2.96M Buy
56,828
+880
+2% +$48.3K 0.68% 29
2023
Q2 		$3.08M Sell
55,948
-5,960
-10% -$312K 0.72% 28
2023
Q1 		$3.26M Sell
61,908
-4,580
-7% -$244K 0.83% 27
2022
Q4 		$3.39M Buy
66,488
+1,744
+3% +$88.8K 0.97% 22
2022
Q3 		$3.04M Sell
64,744
-584
-0.9% -$30.5K 1.02% 24
2022
Q2 		$3.22M Buy
65,328
+11,080
+20% +$599K 1.06% 23
2022
Q1 		$3.23M Buy
54,248
+632
+1% +$37.1K 0.93% 24
2021
Q4 		$3.42M Buy
+53,616
New +$3.36M 0.98% 22

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

Revolve Wealth Partners's VO Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, selling an estimated $6.05K and leaving 39,478 shares worth $3.18M. The position accounts for 0.33% of the portfolio, ranked #46.

Revolve Wealth Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.42M in Q4 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Revolve Wealth Partners held 39,478 shares of Vanguard Morningstar Mid-Cap ETF worth $3.18M as of Q2 2026.
  • Revolve Wealth Partners sold 78 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.05K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.33% of Revolve Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $3.42M in Q4 2021.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.