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

RMR Wealth Builders’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	$264K	Buy	3,283 +135	+4%	+$10.5K	0.02%	269
2026 Q1	$226K	Sell	3,148 -564	-15%	-$41.9K	0.02%	256
2025 Q4	$269K	Buy	3,712 +584	+19%	+$42.5K	0.02%	241
2025 Q3	$231K	Sell	3,128 -100	-3%	-$7.18K	0.02%	257
2025 Q2	$227K	Hold	3,228	–	–	0.02%	262
2025 Q1	$209K	Sell	3,228 -296	-8%	-$19.9K	0.02%	248
2024 Q4	$233K	Buy	3,524 +28	+0.8%	+$1.9K	0.02%	235
2024 Q3	$230K	Buy	3,496 +92	+3%	+$5.78K	0.02%	235
2024 Q2	$206K	Hold	3,404	–	–	0.02%	240
2024 Q1	$213K	Buy	+3,404	New	+$201K	0.03%	250

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

RMR Wealth Builders's VO Position: Q2 2026 in Review

RMR Wealth Builders increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,283 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #269.

RMR Wealth Builders first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q4 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RMR Wealth Builders held 3,283 shares of Vanguard Morningstar Mid-Cap ETF worth $264K as of Q2 2026.
RMR Wealth Builders bought 135 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #269 holding.
RMR Wealth Builders first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
RMR Wealth Builders's Vanguard Morningstar Mid-Cap ETF position peaked at $269K in Q4 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.