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

RWA 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 		$8.42M Buy
104,522
+2,814
+3% +$218K 0.08% 129
2026
Q1 		$7.3M Buy
101,708
+3,136
+3% +$233K 0.08% 129
2025
Q4 		$7.15M Buy
98,572
+13,848
+16% +$1.01M 0.08% 138
2025
Q3 		$6.22M Buy
84,724
+5,352
+7% +$384K 0.07% 154
2025
Q2 		$5.55M Sell
79,372
-952
-1% -$62.5K 0.07% 151
2025
Q1 		$5.19M Buy
80,324
+14,884
+23% +$999K 0.07% 144
2024
Q4 		$4.32M Buy
65,440
+6,716
+11% +$456K 0.05% 162
2024
Q3 		$3.87M Buy
58,724
+8,216
+16% +$516K 0.05% 176
2024
Q2 		$3.06M Buy
50,508
+9,392
+23% +$571K 0.04% 193
2024
Q1 		$2.57M Buy
41,116
+3,304
+9% +$195K 0.03% 209
2023
Q4 		$2.2M Buy
37,812
+10,788
+40% +$576K 0.03% 218
2023
Q3 		$1.41M Buy
27,024
+1,580
+6% +$86.7K 0.03% 169
2023
Q2 		$1.4M Buy
25,444
+12,052
+90% +$632K 0.03% 154
2023
Q1 		$706K Buy
13,392
+4,500
+51% +$239K 0.02% 149
2022
Q4 		$474K Sell
8,892
-364
-4% -$18.5K 0.01% 175
2022
Q3 		$435K Buy
9,256
+1,752
+23% +$91.6K 0.03% 170
2022
Q2 		$370K Sell
7,504
-1,516
-17% -$81.9K 0.03% 179
2022
Q1 		$536K Buy
9,020
+788
+10% +$46.2K 0.03% 159
2021
Q4 		$524K Buy
8,232
+1,496
+22% +$93.8K 0.04% 168
2021
Q3 		$399K Buy
6,736
+16
+0.2% +$967 0.03% 176
2021
Q2 		$399K Hold
6,720
– – 0.03% 183
2021
Q1 		$372K Sell
6,720
-88
-1% -$4.78K 0.03% 180
2020
Q4 		$352K Sell
6,808
-136
-2% -$6.58K 0.03% 182
2020
Q3 		$306K Sell
6,944
-2,480
-26% -$108K 0.03% 174
2020
Q2 		$386K Hold
9,424
– – 0.05% 157
2020
Q1 		$310K Sell
9,424
-43,872
-82% -$1.82M 0.04% 160
2019
Q4 		$2.37M Buy
53,296
+6,480
+14% +$278K 0.24% 84
2019
Q3 		$1.96M Buy
46,816
+33,004
+239% +$1.38M 0.21% 93
2019
Q2 		$577K Buy
13,812
+340
+3% +$13.9K 0.06% 153
2019
Q1 		$541K Buy
13,472
+1,368
+11% +$52.6K 0.06% 154
2018
Q4 		$418K Sell
12,104
-116
-0.9% -$4.36K 0.06% 155
2018
Q3 		$502K Buy
12,220
+92
+0.8% +$3.75K 0.06% 147
2018
Q2 		$478K Sell
12,128
-1,280
-10% -$50.2K 0.05% 159
2018
Q1 		$517K Sell
13,408
-3,612
-21% -$142K 0.07% 138
2017
Q4 		$659K Sell
17,020
-452
-3% -$17.1K 0.07% 144
2017
Q3 		$642K Sell
17,472
-68
-0.4% -$2.45K 0.07% 141
2017
Q2 		$625K Sell
17,540
-140
-0.8% -$4.95K 0.08% 121
2017
Q1 		$615K Buy
17,680
+2,148
+14% +$73.8K 0.08% 120
2016
Q4 		$511K Buy
+15,532
New +$503K 0.46% 20

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

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

RWA Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $218K and bringing the position to 104,522 shares worth $8.42M. The position accounts for 0.08% of the portfolio, ranked #129.

RWA Wealth Partners first reported a position in VO in Q4 2016 and has held it in 39 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • RWA Wealth Partners held 104,522 shares of Vanguard Morningstar Mid-Cap ETF worth $8.42M as of Q2 2026.
  • RWA Wealth Partners bought 2,814 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $218K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of RWA Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.