Secure Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Secure Asset 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	$5.44M	Buy	67,561 +1,325	+2%	+$103K	0.76%	34
2026 Q1	$4.76M	Buy	66,236 +41,136	+164%	+$3.06M	0.75%	32
2025 Q4	$1.82M	Sell	25,100 -1,600	-6%	-$116K	0.29%	94
2025 Q3	$1.96M	Sell	26,700 -11,920	-31%	-$856K	0.32%	84
2025 Q2	$2.7M	Buy	38,620 +15,076	+64%	+$990K	0.5%	47
2025 Q1	$1.52M	Sell	23,544 -27,700	-54%	-$1.86M	0.31%	101
2024 Q4	$3.38M	Buy	51,244 +1,056	+2%	+$71.7K	0.51%	39
2024 Q3	$3.31M	Sell	50,188 -1,032	-2%	-$64.8K	0.56%	35
2024 Q2	$3.1M	Sell	51,220 -5,620	-10%	-$342K	0.59%	34
2024 Q1	$3.55M	Buy	56,840 +2,656	+5%	+$157K	0.83%	21
2023 Q4	$3.15M	Buy	54,184 +2,480	+5%	+$133K	0.85%	22
2023 Q3	$2.69M	Sell	51,704 -8,124	-14%	-$446K	0.81%	28
2023 Q2	$3.29M	Buy	59,828 +44,028	+279%	+$2.31M	1%	19
2023 Q1	$833K	Buy	15,800 +912	+6%	+$48.5K	0.28%	90
2022 Q4	$759K	Sell	14,888 -15,472	-51%	-$788K	0.27%	95
2022 Q3	$1.43M	Buy	30,360 +248	+0.8%	+$13K	0.8%	17
2022 Q2	$1.48M	Sell	30,112 -2,752	-8%	-$149K	0.82%	21
2022 Q1	$1.95M	Sell	32,864 -7,476	-19%	-$439K	0.88%	17
2021 Q4	$2.57M	Buy	40,340 +3,264	+9%	+$205K	1.04%	15
2021 Q3	$2.19M	Buy	37,076 +5,768	+18%	+$349K	1.08%	16
2021 Q2	$1.86M	Sell	31,308 -1,372	-4%	-$79.5K	0.94%	20
2021 Q1	$1.81M	Sell	32,680 -8,632	-21%	-$468K	1.01%	19
2020 Q4	$2.14M	Buy	41,312 +1,412	+4%	+$68.4K	1.26%	20
2020 Q3	$1.76M	Sell	39,900 -27,136	-40%	-$1.18M	1.2%	18
2020 Q2	$2.75M	Buy	+67,036	New	+$2.57M	1.94%	9

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

Secure Asset Management's VO Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $103K and bringing the position to 67,561 shares worth $5.44M. The position accounts for 0.76% of the portfolio, ranked #34.

Secure Asset Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Secure Asset Management held 67,561 shares of Vanguard Morningstar Mid-Cap ETF worth $5.44M as of Q2 2026.
Secure Asset Management bought 1,325 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $103K.
Vanguard Morningstar Mid-Cap ETF made up 0.76% of Secure Asset Management's portfolio in Q2 2026, its #34 holding.
Secure Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.