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TopTier Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TopTier 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 		– Sell
-4
Closed -$293 – 712
2026
Q1 		$293 Buy
+4
New +$297 ﹤0.01% 701

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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

TopTier Wealth Management's VO Position: Q2 2026 in Review

TopTier Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 4 shares — an estimated $293 sold.

TopTier Wealth Management first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $293 in Q1 2026. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TopTier Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 4 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $293.
  • TopTier Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $293 in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.