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Strategies Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategies Wealth Advisors’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 		$1.5M Buy
18,659
+563
+3% +$43.6K 0.13% 66
2026
Q1 		$1.3M Buy
18,096
+56
+0.3% +$4.16K 0.13% 57
2025
Q4 		$1.31M Buy
18,040
+1,444
+9% +$105K 0.13% 52
2025
Q3 		$1.22M Sell
16,596
-100
-0.6% -$7.18K 0.13% 50
2025
Q2 		$1.17M Sell
16,696
-2,352
-12% -$154K 0.13% 51
2025
Q1 		$1.23M Sell
19,048
-2,152
-10% -$144K 0.15% 48
2024
Q4 		$1.47M Buy
21,200
+180
+0.9% +$12.2K 0.18% 40
2024
Q3 		$1.39M Buy
21,020
+1,040
+5% +$65.3K 0.19% 36
2024
Q2 		$1.21M Buy
19,980
+1,244
+7% +$75.6K 0.18% 36
2024
Q1 		$1.17M Sell
18,736
-552
-3% -$32.6K 0.18% 36
2023
Q4 		$1.12M Sell
19,288
-4,408
-19% -$236K 0.19% 39
2023
Q3 		$1.23M Sell
23,696
-356
-1% -$19.5K 0.24% 38
2023
Q2 		$1.32M Buy
24,052
+4,636
+24% +$243K 0.27% 38
2023
Q1 		$1.02M Sell
19,416
-5,976
-24% -$318K 0.23% 39
2022
Q4 		$1.29M Buy
+25,392
New +$1.29M 0.32% 35
2022
Q2 		$972K Buy
19,744
+1,164
+6% +$62.9K 0.28% 43
2022
Q1 		$1.1M Buy
18,580
+10,708
+136% +$628K 0.3% 39
2021
Q4 		$501K Buy
+7,872
New +$493K 0.14% 53

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

Strategies Wealth Advisors's VO Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, buying an estimated $43.6K and bringing the position to 18,659 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #66.

Strategies Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strategies Wealth Advisors held 18,659 shares of Vanguard Morningstar Mid-Cap ETF worth $1.5M as of Q2 2026.
  • Strategies Wealth Advisors bought 563 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Strategies Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.