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

StrongBox Wealth’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 		$686K Sell
8,512
-540
-6% -$41.9K 0.2% 66
2026
Q1 		$650K Sell
9,052
-4,188
-32% -$311K 0.21% 64
2025
Q4 		$961K Sell
13,240
-500
-4% -$36.4K 0.32% 50
2025
Q3 		$1.01M Sell
13,740
-100
-0.7% -$7.18K 0.34% 50
2025
Q2 		$968K Sell
13,840
-448
-3% -$29.4K 0.37% 51
2025
Q1 		$924K Sell
14,288
-936
-6% -$62.8K 0.39% 50
2024
Q4 		$1.01M Sell
15,224
-1,100
-7% -$74.7K 0.43% 46
2024
Q3 		$1.08M Buy
16,324
+220
+1% +$13.8K 0.46% 47
2024
Q2 		$975K Sell
16,104
-17,132
-52% -$1.04M 0.46% 47
2024
Q1 		$2.08M Buy
33,236
+2,252
+7% +$133K 1.09% 30
2023
Q4 		$1.8M Buy
30,984
+760
+3% +$40.6K 1.05% 31
2023
Q3 		$1.57M Buy
30,224
+664
+2% +$36.4K 1% 36
2023
Q2 		$1.63M Buy
29,560
+764
+3% +$40.1K 1.03% 33
2023
Q1 		$1.52M Buy
28,796
+556
+2% +$29.6K 1.02% 35
2022
Q4 		$1.44M Buy
28,240
+1,420
+5% +$72.3K 1.02% 36
2022
Q3 		$1.26M Sell
26,820
-4,516
-14% -$236K 0.91% 38
2022
Q2 		$1.54M Sell
31,336
-17,164
-35% -$927K 1% 34
2022
Q1 		$2.88M Sell
48,500
-3,056
-6% -$179K 1.64% 19
2021
Q4 		$3.28M Buy
51,556
+1,480
+3% +$92.8K 1.64% 22
2021
Q3 		$2.96M Sell
50,076
-864
-2% -$52.2K 1.66% 20
2021
Q2 		$3.02M Sell
50,940
-5,016
-9% -$291K 1.73% 19
2021
Q1 		$3.1M Buy
55,956
+6,364
+13% +$345K 1.92% 17
2020
Q4 		$2.56M Buy
49,592
+3,856
+8% +$187K 1.66% 20
2020
Q3 		$2.02M Buy
45,736
+25,380
+125% +$1.11M 1.48% 22
2020
Q2 		$834K Buy
+20,356
New +$780K 0.76% 40

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

StrongBox Wealth's VO Position: Q2 2026 in Review

StrongBox Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6% in Q2 2026, selling an estimated $41.9K and leaving 8,512 shares worth $686K. The position accounts for 0.2% of the portfolio, ranked #66.

StrongBox Wealth first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.28M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • StrongBox Wealth held 8,512 shares of Vanguard Morningstar Mid-Cap ETF worth $686K as of Q2 2026.
  • StrongBox Wealth sold 540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of StrongBox Wealth's portfolio in Q2 2026, its #66 holding.
  • StrongBox Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • StrongBox Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $3.28M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.