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

Serenus 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	$482K	Hold	5,980	–	–	0.08%	45
2026 Q1	$429K	Hold	5,980	–	–	0.09%	42
2025 Q4	$434K	Hold	5,980	–	–	0.08%	45
2025 Q3	$439K	Hold	5,980	–	–	0.08%	44
2025 Q2	$418K	Sell	5,980 -76	-1%	-$4.99K	0.07%	42
2025 Q1	$392K	Hold	6,056	–	–	0.07%	42
2024 Q4	$400K	Buy	+6,056	New	+$411K	0.07%	37

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

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

Serenus Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,980 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #45.

Serenus Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Serenus Wealth Advisors held 5,980 shares of Vanguard Morningstar Mid-Cap ETF worth $482K as of Q2 2026.
Serenus Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Serenus Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Serenus Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.