Trace Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trace Wealth Advisors’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	$419K	Hold	5,196	–	–	0.27%	43
2026 Q1	$373K	Hold	5,196	–	–	0.28%	46
2025 Q4	$377K	Hold	5,196	–	–	0.27%	46
2025 Q3	$382K	Hold	5,196	–	–	0.29%	48
2025 Q2	$363K	Hold	5,196	–	–	0.3%	40
2025 Q1	$336K	Hold	5,196	–	–	0.3%	47
2024 Q4	$343K	Buy	+5,196	New	+$353K	0.31%	44

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Trace Wealth Advisors's VO Position: Q2 2026 in Review

Trace Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,196 shares worth $419K. The position accounts for 0.27% of the portfolio, ranked #43.

Trace Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Trace Wealth Advisors held 5,196 shares of Vanguard Morningstar Mid-Cap ETF worth $419K as of Q2 2026.
Trace Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Trace Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Trace Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.