SIMA Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SIMA Wealth Partners’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	$564K	Sell	6,999 -17	-0.2%	-$1.32K	0.4%	30
2026 Q1	$504K	Hold	7,016	–	–	0.38%	29
2025 Q4	$509K	Hold	7,016	–	–	0.39%	30
2025 Q3	$515K	Hold	7,016	–	–	0.39%	29
2025 Q2	$491K	Sell	7,016 -868	-11%	-$57K	0.4%	28
2025 Q1	$510K	Hold	7,884	–	–	0.42%	27
2024 Q4	$521K	Sell	7,884 -8	-0.1%	-$543	0.44%	26
2024 Q3	$521K	Sell	7,892 -140	-2%	-$8.79K	0.45%	28
2024 Q2	$486K	Buy	+8,032	New	+$488K	0.46%	28

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

SIMA Wealth Partners's VO Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, selling an estimated $1.32K and leaving 6,999 shares worth $564K. The position accounts for 0.4% of the portfolio, ranked #30.

SIMA Wealth Partners first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SIMA Wealth Partners held 6,999 shares of Vanguard Morningstar Mid-Cap ETF worth $564K as of Q2 2026.
SIMA Wealth Partners sold 17 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.32K.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of SIMA Wealth Partners's portfolio in Q2 2026, its #30 holding.
SIMA Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.