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	$348K	Buy	+1,200	New	+$93K	0.07%	66
2026 Q1	–	Sell	-800	Closed	-$57K	–	101
2025 Q4	$57K	Sell	800 -800	-50%	-$58.2K	0.01%	88
2025 Q3	$111K	Buy	+1,600	New	+$115K	0.03%	85

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. 2,481 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.
2,481 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.