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

Summit 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 		$1.07M Sell
13,242
-138
-1% -$10.7K 0.15% 102
2026
Q1 		$961K Sell
13,380
-52
-0.4% -$3.86K 0.15% 104
2025
Q4 		$975K Sell
13,432
-1,068
-7% -$77.7K 0.18% 81
2025
Q3 		$1.06M Sell
14,500
-296
-2% -$21.3K 0.19% 81
2025
Q2 		$1.04M Sell
14,796
-320
-2% -$21K 0.2% 79
2025
Q1 		$977K Sell
15,116
-56
-0.4% -$3.76K 0.2% 80
2024
Q4 		$1M Buy
15,172
+8
+0.1% +$543 0.21% 81
2024
Q3 		$1M Buy
15,164
+204
+1% +$12.8K 0.19% 88
2024
Q2 		$905K Sell
14,960
-744
-5% -$45.2K 0.19% 88
2024
Q1 		$981K Sell
15,704
-308
-2% -$18.2K 0.21% 81
2023
Q4 		$931K Sell
16,012
-372
-2% -$19.9K 0.22% 73
2023
Q3 		$853K Buy
16,384
+16
+0.1% +$877 0.22% 71
2023
Q2 		$901K Sell
16,368
-836
-5% -$43.8K 0.23% 71
2023
Q1 		$907K Buy
17,204
+536
+3% +$28.5K 0.23% 70
2022
Q4 		$849K Buy
16,668
+4,208
+34% +$214K 0.23% 69
2022
Q3 		$586K Buy
12,460
+216
+2% +$11.3K 0.17% 78
2022
Q2 		$603K Sell
12,244
-2,600
-18% -$140K 0.16% 75
2022
Q1 		$883K Buy
14,844
+784
+6% +$46K 0.2% 61
2021
Q4 		$896K Buy
14,060
+148
+1% +$9.28K 0.19% 59
2021
Q3 		$823K Buy
13,912
+132
+1% +$7.98K 0.19% 63
2021
Q2 		$818K Sell
13,780
-984
-7% -$57K 0.2% 63
2021
Q1 		$817K Sell
14,764
-176
-1% -$9.55K 0.21% 60
2020
Q4 		$772K Sell
14,940
-164
-1% -$7.94K 0.21% 67
2020
Q3 		$666K Buy
15,104
+560
+4% +$24.4K 0.2% 71
2020
Q2 		$596K Buy
14,544
+128
+0.9% +$4.9K 0.19% 79
2020
Q1 		$474K Buy
+14,416
New +$597K 0.19% 66

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $10.7K and leaving 13,242 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #102.

Summit Wealth Partners first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 1,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Wealth Partners held 13,242 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
  • Summit Wealth Partners sold 138 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Summit Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Summit Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.