Sensible Money’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sensible Money’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	$340K	Hold	4,220	–	–	0.09%	73
2026 Q1	$303K	Buy	4,220 +1,124	+36%	+$83.5K	0.09%	67
2025 Q4	$225K	Hold	3,096	–	–	0.07%	78
2025 Q3	$227K	Sell	3,096 -1,248	-29%	-$89.6K	0.08%	80
2025 Q2	$304K	Hold	4,344	–	–	0.12%	62
2025 Q1	$281K	Hold	4,344	–	–	0.12%	63
2024 Q4	$287K	Hold	4,344	–	–	0.13%	61
2024 Q3	$287K	Buy	4,344 +324	+8%	+$20.3K	0.13%	62
2024 Q2	$243K	Hold	4,020	–	–	0.12%	66
2024 Q1	$251K	Hold	4,020	–	–	0.14%	65
2023 Q4	$234K	Sell	4,020 -96	-2%	-$5.13K	0.14%	64
2023 Q3	$214K	Buy	4,116 +96	+2%	+$5.26K	0.15%	63
2023 Q2	$221K	Hold	4,020	–	–	0.16%	66
2023 Q1	$212K	Hold	4,020	–	–	0.18%	66
2022 Q4	$205K	Buy	+4,020	New	+$205K	0.22%	70

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

Sensible Money's VO Position: Q2 2026 in Review

Sensible Money held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,220 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #73.

Sensible Money first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sensible Money held 4,220 shares of Vanguard Morningstar Mid-Cap ETF worth $340K as of Q2 2026.
Sensible Money left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Sensible Money's portfolio in Q2 2026, its #73 holding.
Sensible Money first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.