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

Sheets Smith 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	$4.96M	Buy	61,611 +555	+0.9%	+$43K	0.5%	50
2026 Q1	$4.38M	Buy	61,056 +2,012	+3%	+$149K	0.49%	51
2025 Q4	$4.28M	Buy	59,044 +1,052	+2%	+$76.5K	0.47%	49
2025 Q3	$4.26M	Buy	57,992 +23,328	+67%	+$1.68M	0.48%	47
2025 Q2	$2.43M	Buy	34,664 +1,256	+4%	+$82.4K	0.28%	80
2025 Q1	$2.16M	Sell	33,408 -11,260	-25%	-$756K	0.27%	86
2024 Q4	$2.95M	Sell	44,668 -460	-1%	-$31.2K	0.36%	68
2024 Q3	$2.98M	Sell	45,128 -8,540	-16%	-$536K	0.36%	68
2024 Q2	$3.25M	Sell	53,668 -11,264	-17%	-$685K	0.39%	65
2024 Q1	$4.06M	Buy	64,932 +5,592	+9%	+$330K	0.45%	56
2023 Q4	$3.45M	Sell	59,340 -1,412	-2%	-$75.4K	0.49%	53
2023 Q3	$3.16M	Buy	60,752 +700	+1%	+$38.4K	0.48%	56
2023 Q2	$3.31M	Buy	60,052 +20,588	+52%	+$1.08M	0.48%	54
2023 Q1	$2.08M	Buy	39,464 +128	+0.3%	+$6.81K	0.32%	77
2022 Q4	$2M	Buy	39,336 +4,720	+14%	+$240K	0.31%	80
2022 Q3	$1.63M	Buy	34,616 +1,092	+3%	+$57.1K	0.27%	88
2022 Q2	$1.65M	Buy	33,524 +8,132	+32%	+$439K	0.27%	87
2022 Q1	$1.51M	Buy	25,392 +616	+2%	+$36.1K	0.21%	105
2021 Q4	$1.58M	Buy	24,776 +292	+1%	+$18.3K	0.2%	114
2021 Q3	$1.45M	Buy	24,484 +44	+0.2%	+$2.66K	0.2%	120
2021 Q2	$1.45M	Sell	24,440 -460	-2%	-$26.7K	0.2%	116
2021 Q1	$1.38M	Buy	24,900 +60	+0.2%	+$3.26K	0.2%	117
2020 Q4	$1.28M	Sell	24,840 -896	-3%	-$43.4K	0.19%	116
2020 Q3	$1.13M	Buy	25,736 +40	+0.2%	+$1.74K	0.2%	108
2020 Q2	$1.05M	Buy	25,696 +13,064	+103%	+$500K	0.21%	103
2020 Q1	$416K	Buy	+12,632	New	+$523K	0.09%	175

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

Sheets Smith Wealth Management's VO Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, buying an estimated $43K and bringing the position to 61,611 shares worth $4.96M. The position accounts for 0.5% of the portfolio, ranked #50.

Sheets Smith Wealth Management first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sheets Smith Wealth Management held 61,611 shares of Vanguard Morningstar Mid-Cap ETF worth $4.96M as of Q2 2026.
Sheets Smith Wealth Management bought 555 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43K.
Vanguard Morningstar Mid-Cap ETF made up 0.5% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #50 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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