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Taylor & Morgan Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Taylor & Morgan Wealth Management’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 		$1.94M Buy
24,114
+4,362
+22% +$338K 0.96% 21
2026
Q1 		$1.42M Sell
19,752
-332
-2% -$24.7K 0.81% 22
2025
Q4 		$1.46M Hold
20,084
– – 0.82% 22
2025
Q3 		$1.47M Hold
20,084
– – 0.91% 20
2025
Q2 		$1.41M Sell
20,084
-256
-1% -$16.8K 0.95% 20
2025
Q1 		$1.32M Hold
20,340
– – 0.99% 20
2024
Q4 		$1.34M Sell
20,340
-120
-0.6% -$8.15K 0.94% 20
2024
Q3 		$1.35M Hold
20,460
– – 0.91% 19
2024
Q2 		$1.24M Sell
20,460
-168
-0.8% -$10.2K 0.88% 22
2024
Q1 		$1.29M Hold
20,628
– – 0.95% 20
2023
Q4 		$1.2M Buy
20,628
+1,400
+7% +$74.8K 0.95% 20
2023
Q3 		$1M Hold
19,228
– – 0.9% 22
2023
Q2 		$1.06M Hold
19,228
– – 0.87% 22
2023
Q1 		$1.01M Buy
19,228
+456
+2% +$24.3K 0.88% 24
2022
Q4 		$956K Buy
18,772
+444
+2% +$22.6K 0.9% 26
2022
Q3 		$861K Buy
+18,328
New +$958K 0.86% 25

Other funds holding VO

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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Taylor & Morgan Wealth Management's VO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, buying an estimated $338K and bringing the position to 24,114 shares worth $1.94M. The position accounts for 0.96% of the portfolio, ranked #21.

Taylor & Morgan Wealth Management first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 1,263 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Taylor & Morgan Wealth Management held 24,114 shares of Vanguard Morningstar Mid-Cap ETF worth $1.94M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 4,362 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $338K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.96% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.