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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
Q2 		$332K Sell
4,118
-470
-10% -$36.4K 0.07% 97
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

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

Summit Wealth Group's VO Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, selling an estimated $36.4K and leaving 4,118 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #97.

Summit Wealth Group first reported a position in VO in Q1 2023 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Wealth Group held 4,118 shares of Vanguard Morningstar Mid-Cap ETF worth $332K as of Q2 2026.
  • Summit Wealth Group sold 470 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $36.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #97 holding.
  • Summit Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 6 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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