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

Strategic Wealth Partners’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 		$288K Hold
3,576
– – 0.02% 266
2026
Q1 		$257K Buy
3,576
+136
+4% +$10.1K 0.02% 271
2025
Q4 		$250K Buy
3,440
+468
+16% +$34K 0.02% 291
2025
Q3 		$218K Sell
2,972
-2,204
-43% -$158K 0.02% 323
2025
Q2 		$362K Buy
+5,176
New +$340K 0.03% 253
2024
Q4 		$357K Buy
5,168
+736
+17% +$50K 0.03% 245
2024
Q3 		$292K Sell
4,432
-400
-8% -$25.1K 0.03% 256
2024
Q2 		$292K Sell
4,832
-16
-0.3% -$972 0.03% 247
2024
Q1 		$303K Buy
4,848
+240
+5% +$14.2K 0.03% 231
2023
Q4 		$268K Sell
4,608
-36
-0.8% -$1.92K 0.03% 232
2023
Q3 		$242K Sell
4,644
-44
-0.9% -$2.41K 0.03% 258
2023
Q2 		$258K Buy
4,688
+184
+4% +$9.65K 0.03% 258
2023
Q1 		$237K Buy
+4,504
New +$240K 0.04% 236
2022
Q2 		– Sell
-11,444
Closed -$680K – 289
2022
Q1 		$680K Sell
11,444
-140
-1% -$8.21K 0.13% 157
2021
Q4 		$738K Sell
11,584
-220
-2% -$13.8K 0.14% 167
2021
Q3 		$699K Buy
11,804
+240
+2% +$14.5K 0.21% 133
2021
Q2 		$686K Buy
+11,564
New +$670K 0.22% 116
2018
Q3 		– Sell
-516
Closed -$20K – 701
2018
Q2 		$20K Hold
516
– – 0.01% 399
2018
Q1 		$20K Buy
+516
New +$20.3K 0.01% 358

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Strategic Wealth Partners's VO Position: Q2 2026 in Review

Strategic Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,576 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #266.

Strategic Wealth Partners first reported a position in VO in Q1 2018 and has held it in 19 quarters since. The position peaked at $738K in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strategic Wealth Partners held 3,576 shares of Vanguard Morningstar Mid-Cap ETF worth $288K as of Q2 2026.
  • Strategic Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $738K in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.