Strategic Wealth Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic Wealth Investment Group’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	$267K	Hold	3,308	–	–	0.03%	97
2026 Q1	$237K	Hold	3,308	–	–	0.03%	88
2025 Q4	$240K	Sell	3,308 -3,692	-53%	-$269K	0.03%	87
2025 Q3	$514K	Buy	+7,000	New	+$503K	0.04%	84
2025 Q1	–	Sell	-6,384	Closed	-$422K	–	120
2024 Q4	$422K	Sell	6,384 -28	-0.4%	-$1.9K	0.05%	100
2024 Q3	$421K	Sell	6,412 -2,244	-26%	-$141K	0.05%	99
2024 Q2	$520K	Buy	+8,656	New	+$526K	0.07%	89
2023 Q4	$287K	Buy	+4,928	New	+$263K	0.04%	104

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

Strategic Wealth Investment Group's VO Position: Q2 2026 in Review

Strategic Wealth Investment Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,308 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #97.

Strategic Wealth Investment Group first reported a position in VO in Q4 2023 and has held it in 8 quarters since. The position peaked at $520K in Q2 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Strategic Wealth Investment Group held 3,308 shares of Vanguard Morningstar Mid-Cap ETF worth $267K as of Q2 2026.
Strategic Wealth Investment Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #97 holding.
Strategic Wealth Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Strategic Wealth Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $520K in Q2 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.