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

Simplicity 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	$1.75M	Sell	21,778 -18,966	-47%	-$1.47M	0.06%	309
2026 Q1	$2.93M	Sell	40,744 -15,496	-28%	-$1.15M	0.17%	132
2025 Q4	$4.08M	Buy	56,240 +4,632	+9%	+$337K	0.24%	97
2025 Q3	$3.79M	Sell	51,608 -37,540	-42%	-$2.7M	0.22%	106
2025 Q2	$6.24M	Buy	89,148 +45,008	+102%	+$2.95M	0.26%	85
2025 Q1	$2.85M	Buy	44,140 +12,420	+39%	+$833K	0.22%	112
2024 Q4	$2.09M	Buy	31,720 +6,524	+26%	+$443K	0.44%	40
2024 Q3	$1.66M	Sell	25,196 -1,485,440	-98%	-$93.3M	0.15%	128
2024 Q2	$91.4M	Buy	1,510,636 +93,036	+7%	+$5.65M	2.07%	6
2024 Q1	$88.6M	Buy	1,417,600 +1,412,252	+26,407%	+$83.5M	2.11%	7
2023 Q4	$311K	Buy	+5,348	New	+$286K	0.12%	136

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

Simplicity Wealth's VO Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 47% in Q2 2026, selling an estimated $1.47M and leaving 21,778 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #309.

Simplicity Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $91.4M in Q2 2024. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Simplicity Wealth held 21,778 shares of Vanguard Morningstar Mid-Cap ETF worth $1.75M as of Q2 2026.
Simplicity Wealth sold 18,966 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47M.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #309 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $91.4M in Q2 2024.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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