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

Straight Path 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 		$232K Hold
2,880
– – 0.05% 122
2026
Q1 		$207K Buy
+2,880
New +$214K 0.06% 123

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UBS Group
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Morgan Stanley
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Creative Planning
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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

Straight Path Wealth Management's VO Position: Q2 2026 in Review

Straight Path Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,880 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #122.

Straight Path Wealth Management first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Straight Path Wealth Management held 2,880 shares of Vanguard Morningstar Mid-Cap ETF worth $232K as of Q2 2026.
  • Straight Path Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Straight Path Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.