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

Smith & Howard 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	$18M	Buy	223,338 +7,470	+3%	+$579K	3.58%	8
2026 Q1	$15.5M	Buy	215,868 +19,268	+10%	+$1.43M	3.35%	9
2025 Q4	$14.3M	Buy	196,600 +21,048	+12%	+$1.53M	3.21%	8
2025 Q3	$12.9M	Buy	175,552 +2,416	+1%	+$174K	2.97%	11
2025 Q2	$12.1M	Buy	173,136 +9,232	+6%	+$606K	3.07%	11
2025 Q1	$10.6M	Buy	163,904 +23,988	+17%	+$1.61M	2.89%	10
2024 Q4	$9.24M	Sell	139,916 -1,364	-1%	-$92.6K	2.61%	12
2024 Q3	$9.32M	Buy	141,280 +2,116	+2%	+$133K	2.62%	12
2024 Q2	$8.42M	Buy	139,164 +1,440	+1%	+$87.5K	2.5%	12
2024 Q1	$8.6M	Sell	137,724 -6,280	-4%	-$371K	2.65%	11
2023 Q4	$8.38M	Buy	144,004 +2,328	+2%	+$124K	2.96%	11
2023 Q3	$7.38M	Sell	141,676 -7,152	-5%	-$392K	2.59%	10
2023 Q2	$8.19M	Buy	148,828 +1,384	+0.9%	+$72.6K	2.88%	10
2023 Q1	$7.77M	Sell	147,444 -7,472	-5%	-$398K	2.68%	11
2022 Q4	$7.89M	Buy	154,916 +5,448	+4%	+$278K	3.02%	9
2022 Q3	$7.02M	Buy	149,468 +19,732	+15%	+$1.03M	2.99%	11
2022 Q2	$6.39M	Buy	129,736 +21,272	+20%	+$1.15M	2.7%	11
2022 Q1	$6.45M	Buy	108,464 +12,524	+13%	+$735K	2.71%	10
2021 Q4	$6.11M	Sell	95,940 -2,228	-2%	-$140K	2.77%	11
2021 Q3	$5.81M	Sell	98,168 -1,948	-2%	-$118K	2.74%	10
2021 Q2	$5.94M	Sell	100,116 -2,448	-2%	-$142K	2.82%	10
2021 Q1	$5.67M	Buy	102,564 +1,152	+1%	+$62.5K	2.85%	11
2020 Q4	$5.24M	Buy	101,412 +4,640	+5%	+$225K	2.79%	11
2020 Q3	$4.26M	Buy	96,772 +4,284	+5%	+$187K	2.51%	12
2020 Q2	$3.79M	Buy	92,488 +30,356	+49%	+$1.16M	2.36%	14
2020 Q1	$2.04M	Buy	62,132 +29,452	+90%	+$1.22M	1.3%	19
2019 Q4	$1.46M	Buy	32,680 +9,312	+40%	+$400K	0.5%	29
2019 Q3	$979K	Buy	+23,368	New	+$976K	0.39%	31

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

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

Smith & Howard Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, buying an estimated $579K and bringing the position to 223,338 shares worth $18M. The position accounts for 3.58% of the portfolio, ranked #8.

Smith & Howard Wealth Management first reported a position in VO in Q3 2019 and has held it in 28 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Smith & Howard Wealth Management held 223,338 shares of Vanguard Morningstar Mid-Cap ETF worth $18M as of Q2 2026.
Smith & Howard Wealth Management bought 7,470 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $579K.
Vanguard Morningstar Mid-Cap ETF made up 3.58% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #8 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.