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

Signal Advisors Wealth’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	–	Sell	-3,400	Closed	-$244K	–	679
2026 Q1	$244K	Buy	+3,400	New	+$253K	0.02%	522
2025 Q2	–	Sell	-6,828	Closed	-$441K	–	544
2025 Q1	$441K	Sell	6,828 -2,360	-26%	-$158K	0.04%	298
2024 Q4	$607K	Buy	9,188 +768	+9%	+$52.1K	0.07%	239
2024 Q3	$555K	Buy	+8,420	New	+$529K	0.08%	235
2024 Q2	–	Sell	-5,568	Closed	-$348K	–	278
2024 Q1	$348K	Buy	5,568 +476	+9%	+$28.1K	0.09%	214
2023 Q4	$296K	Buy	+5,092	New	+$272K	0.1%	172

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

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

Signal Advisors Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,400 shares — an estimated $244K sold.

Signal Advisors Wealth first reported a position in VO in Q4 2023 and held it in 6 quarters. The position peaked at $607K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Signal Advisors Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Signal Advisors Wealth sold 3,400 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $244K.
Signal Advisors Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
Signal Advisors Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $607K in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.