Shared Vision Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shared Vision Wealth Group’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	$1.99M	Buy	24,744 +14,792	+149%	+$1.15M	0.69%	30
2026 Q1	$715K	Buy	9,952 +5,152	+107%	+$383K	0.29%	48
2025 Q4	$360K	Hold	4,800	–	–	0.15%	73
2025 Q3	$350K	Buy	+4,800	New	+$345K	0.15%	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

Shared Vision Wealth Group's VO Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 149% in Q2 2026, buying an estimated $1.15M and bringing the position to 24,744 shares worth $1.99M. The position accounts for 0.69% of the portfolio, ranked #30.

Shared Vision Wealth Group first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Shared Vision Wealth Group held 24,744 shares of Vanguard Morningstar Mid-Cap ETF worth $1.99M as of Q2 2026.
Shared Vision Wealth Group bought 14,792 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.15M.
Vanguard Morningstar Mid-Cap ETF made up 0.69% of Shared Vision Wealth Group's portfolio in Q2 2026, its #30 holding.
Shared Vision Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.