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Topel & Distasi Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Topel & Distasi 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 		$2.68M Sell
33,222
-1,270
-4% -$98.5K 1.29% 24
2026
Q1 		$2.48M Buy
34,492
+452
+1% +$33.6K 1.28% 24
2025
Q4 		$2.47M Buy
34,040
+340
+1% +$24.7K 1.21% 25
2025
Q3 		$2.47M Sell
33,700
-764
-2% -$54.9K 1.22% 25
2025
Q2 		$2.41M Sell
34,464
-1,312
-4% -$86.1K 1.26% 26
2025
Q1 		$2.31M Sell
35,776
-7,424
-17% -$498K 1.08% 27
2024
Q4 		$2.85M Sell
43,200
-2,976
-6% -$202K 1.22% 26
2024
Q3 		$3.05M Sell
46,176
-204
-0.4% -$12.8K 1.26% 26
2024
Q2 		$2.81M Sell
46,380
-372
-0.8% -$22.6K 1.23% 27
2024
Q1 		$2.92M Sell
46,752
-3,844
-8% -$227K 1.29% 27
2023
Q4 		$2.94M Sell
50,596
-792
-2% -$42.3K 1.4% 26
2023
Q3 		$2.68M Sell
51,388
-560
-1% -$30.7K 1.4% 27
2023
Q2 		$2.86M Sell
51,948
-20
-0% -$1.05K 1.44% 27
2023
Q1 		$2.74M Buy
51,968
+1,040
+2% +$55.3K 1.43% 27
2022
Q4 		$2.59M Buy
50,928
+15,136
+42% +$771K 1.45% 27
2022
Q3 		$1.88M Buy
35,792
+104
+0.3% +$5.43K 1.04% 30
2022
Q2 		$1.76M Buy
35,688
+304
+0.9% +$16.4K 1.02% 31
2022
Q1 		$2.1M Sell
35,384
-184
-0.5% -$10.8K 0.88% 36
2021
Q4 		$2.27M Buy
+35,568
New +$2.23M 0.92% 38

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

Topel & Distasi Wealth Management's VO Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, selling an estimated $98.5K and leaving 33,222 shares worth $2.68M. The position accounts for 1.29% of the portfolio, ranked #24.

Topel & Distasi Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.05M in Q3 2024. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Topel & Distasi Wealth Management held 33,222 shares of Vanguard Morningstar Mid-Cap ETF worth $2.68M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 1,270 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $98.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.29% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.05M in Q3 2024.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.