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Rooted Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rooted Wealth Advisors’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 		$8.6M Sell
106,801
-396,119
-79% -$30.7M 2.11% 12
2026
Q1 		$9.69M Buy
502,920
+356,928
+244% +$26.5M 2.55% 10
2025
Q4 		$10.9M Sell
145,992
-4,664
-3% -$339K 3.06% 9
2025
Q3 		$11.1M Sell
150,656
-13,496
-8% -$969K 3.39% 8
2025
Q2 		$11.6M Buy
164,152
+5,036
+3% +$331K 4% 7
2025
Q1 		$9.32M Sell
159,116
-5,544
-3% -$372K 4.02% 9
2024
Q4 		$10.9M Buy
164,660
+161,136
+4,573% +$10.9M 4.28% 7
2024
Q3 		$230K Sell
3,524
-38,188
-92% -$2.4M 0.1% 89
2024
Q2 		$2.6M Buy
41,712
+3,312
+9% +$201K 1.15% 23
2024
Q1 		$2.36M Sell
38,400
-19,192
-33% -$1.13M 1.16% 23
2023
Q4 		$3.34M Buy
57,592
+7,904
+16% +$422K 1.75% 17
2023
Q3 		$2.66M Buy
49,688
+41,816
+531% +$2.29M 1.64% 17
2023
Q2 		$433K Buy
+7,872
New +$413K 0.29% 49
2023
Q1 		– Sell
-26,416
Closed -$1.35M – 91
2022
Q4 		$1.35M Buy
+26,416
New +$1.35M 1.13% 28

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

Rooted Wealth Advisors's VO Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 79% in Q2 2026, selling an estimated $30.7M and leaving 106,801 shares worth $8.6M. The position accounts for 2.11% of the portfolio, ranked #12.

Rooted Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q2 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Rooted Wealth Advisors held 106,801 shares of Vanguard Morningstar Mid-Cap ETF worth $8.6M as of Q2 2026.
  • Rooted Wealth Advisors sold 396,119 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $30.7M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.11% of Rooted Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Rooted Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Rooted Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $11.6M in Q2 2025.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.