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

Silverlake 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 		$402K Buy
4,985
+1
+0% +$78 0.08% 247
2026
Q1 		$358K Sell
4,984
-460
-8% -$34.2K 0.07% 254
2025
Q4 		$395K Sell
5,444
-4
-0.1% -$291 0.09% 222
2025
Q3 		$400K Buy
5,448
+4
+0.1% +$287 0.1% 209
2025
Q2 		$381K Buy
5,444
+52
+1% +$3.41K 0.11% 205
2025
Q1 		$349K Buy
5,392
+144
+3% +$9.66K 0.13% 169
2024
Q4 		$347K Sell
5,248
-2,444
-32% -$166K 0.13% 170
2024
Q3 		$507K Buy
7,692
+380
+5% +$23.9K 0.19% 125
2024
Q2 		$443K Sell
7,312
-1,476
-17% -$89.7K 0.18% 138
2024
Q1 		$549K Sell
8,788
-464
-5% -$27.4K 0.28% 89
2023
Q4 		$538K Sell
9,252
-972
-10% -$51.9K 0.3% 87
2023
Q3 		$532K Buy
10,224
+372
+4% +$20.4K 0.3% 84
2023
Q2 		$542K Buy
9,852
+208
+2% +$10.9K 0.3% 79
2023
Q1 		$508K Buy
9,644
+2,704
+39% +$144K 0.31% 76
2022
Q4 		$354K Sell
6,940
-588
-8% -$30K 0.22% 119
2022
Q3 		$354K Buy
7,528
+1,648
+28% +$86.1K 0.24% 111
2022
Q2 		$289K Sell
5,880
-552
-9% -$29.8K 0.19% 136
2022
Q1 		$382K Sell
6,432
-2,184
-25% -$128K 0.22% 127
2021
Q4 		$549K Buy
+8,616
New +$540K 0.3% 88

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Silverlake Wealth Management's VO Position: Q2 2026 in Review

Silverlake Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 4,985 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #247.

Silverlake Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $549K in Q1 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Silverlake Wealth Management held 4,985 shares of Vanguard Morningstar Mid-Cap ETF worth $402K as of Q2 2026.
  • Silverlake Wealth Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Silverlake Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $549K in Q1 2024.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.