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

Rockwood 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	$2.08M	Buy	25,786 +926	+4%	+$71.8K	0.13%	34
2026 Q1	$1.78M	Buy	24,860 +116	+0.5%	+$8.62K	0.13%	32
2025 Q4	$1.8M	Buy	24,744 +192	+0.8%	+$14K	0.13%	31
2025 Q3	$1.8M	Buy	24,552 +620	+3%	+$44.5K	0.14%	27
2025 Q2	$1.67M	Sell	23,932 -2,136	-8%	-$140K	0.15%	26
2025 Q1	$1.69M	Buy	26,068 +3,888	+18%	+$261K	0.17%	27
2024 Q4	$1.46M	Sell	22,180 -596	-3%	-$40.5K	0.16%	31
2024 Q3	$1.5M	Sell	22,776 -496	-2%	-$31.1K	0.17%	30
2024 Q2	$1.41M	Buy	23,272 +5,120	+28%	+$311K	0.17%	31
2024 Q1	$1.13M	Buy	18,152 +5,400	+42%	+$319K	0.15%	30
2023 Q4	$742K	Sell	12,752 -1,592	-11%	-$85.1K	0.11%	40
2023 Q3	$747K	Hold	14,344	–	–	0.13%	33
2023 Q2	$789K	Hold	14,344	–	–	0.14%	37
2023 Q1	$756K	Hold	14,344	–	–	0.15%	32
2022 Q4	$731K	Buy	14,344 +3,460	+32%	+$176K	0.17%	32
2022 Q3	$511K	Hold	10,884	–	–	0.16%	38
2022 Q2	$536K	Hold	10,884	–	–	0.25%	34
2022 Q1	$647K	Buy	10,884 +7,032	+183%	+$413K	0.31%	34
2021 Q4	$245K	Buy	+3,852	New	+$241K	0.11%	104

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Rockwood Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, buying an estimated $71.8K and bringing the position to 25,786 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #34.

Rockwood Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Rockwood Wealth Management held 25,786 shares of Vanguard Morningstar Mid-Cap ETF worth $2.08M as of Q2 2026.
Rockwood Wealth Management bought 926 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $71.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Rockwood Wealth Management's portfolio in Q2 2026, its #34 holding.
Rockwood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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