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

Selective 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	$687K	Sell	8,563 -27,917	-77%	-$2.16M	0.18%	59
2026 Q1	$692K	Buy	36,480 +27,252	+295%	+$2.02M	0.21%	57
2025 Q4	$695K	Buy	9,228 +792	+9%	+$57.6K	0.22%	47
2025 Q3	$619K	Sell	8,436 -8	-0.1%	-$575	0.2%	53
2025 Q2	$598K	Sell	8,444 -1,708	-17%	-$112K	0.22%	51
2025 Q1	$618K	Sell	10,152 -1,000	-9%	-$67.1K	0.27%	47
2024 Q4	$744K	Sell	11,152 -328	-3%	-$22.3K	0.3%	45
2024 Q3	$754K	Sell	11,480 -4,396	-28%	-$276K	0.31%	45
2024 Q2	$959K	Sell	15,876 -196	-1%	-$11.9K	0.42%	35
2024 Q1	$979K	Sell	16,072 -400	-2%	-$23.6K	0.43%	35
2023 Q4	$938K	Sell	16,472 -1,128	-6%	-$60.3K	0.47%	32
2023 Q3	$900K	Sell	17,600 -920	-5%	-$50.5K	0.49%	31
2023 Q2	$1.02M	Buy	+18,520	New	+$971K	0.51%	30
2022 Q4	$807K	Sell	15,152 -352	-2%	-$17.9K	0.43%	37
2022 Q3	$729K	Sell	15,504 -844	-5%	-$44.1K	0.31%	44
2022 Q2	$805K	Buy	16,348 +15,876	+3,364%	+$858K	0.29%	51
2022 Q1	$28K	Buy	472 +248	+111%	+$14.6K	0.01%	404
2021 Q4	$14K	Hold	224	–	–	0.01%	458
2021 Q3	$13K	Hold	224	–	–	0.01%	406
2021 Q2	$13K	Hold	224	–	–	0.01%	315
2021 Q1	$12K	Hold	224	–	–	0.01%	239
2020 Q4	$12K	Buy	+224	New	+$10.8K	0.01%	229

Other funds holding VO

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Selective Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 77% in Q2 2026, selling an estimated $2.16M and leaving 8,563 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #59.

Selective Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2023. 1,277 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Selective Wealth Management held 8,563 shares of Vanguard Morningstar Mid-Cap ETF worth $687K as of Q2 2026.
Selective Wealth Management sold 27,917 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.16M.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Selective Wealth Management's portfolio in Q2 2026, its #59 holding.
Selective Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Selective Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.02M in Q2 2023.
1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.