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

Summit Wealth 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
Q1 		$329K Buy
4,588
+212
+5% +$15.8K 0.08% 94
2025
Q4 		$318K Sell
4,376
-48
-1% -$3.49K 0.07% 95
2025
Q3 		$325K Hold
4,424
– – 0.08% 88
2025
Q2 		$309K Buy
+4,424
New +$290K 0.08% 88
2023
Q2 		– Sell
-201,640
Closed – – 256
2023
Q1 		$0 Buy
+201,640
New +$10.7M ﹤0.01% 260

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Wealth Group's VO Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 4,588 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #94.

Summit Wealth Group first reported a position in VO in Q1 2023 and has held it in 5 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Summit Wealth Group held 4,588 shares of Vanguard Morningstar Mid-Cap ETF worth $329K as of Q1 2026.
  • Summit Wealth Group bought 212 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $15.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #94 holding.
  • Summit Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 5 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.