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

Trajan Wealth’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	$1.44M	Buy	17,827 +635	+4%	+$49.2K	0.05%	111
2026 Q1	$1.23M	Buy	17,192 +1,224	+8%	+$90.9K	0.05%	112
2025 Q4	$1.16M	Sell	15,968 -1,008	-6%	-$73.3K	0.05%	112
2025 Q3	$1.25M	Sell	16,976 -1,440	-8%	-$103K	0.05%	113
2025 Q2	$1.29M	Sell	18,416 -616	-3%	-$40.4K	0.06%	108
2025 Q1	$1.23M	Sell	19,032 -548	-3%	-$36.8K	0.07%	109
2024 Q4	$1.29M	Sell	19,580 -16	-0.1%	-$1.09K	0.07%	108
2024 Q3	$1.29M	Buy	19,596 +1,380	+8%	+$86.6K	0.08%	109
2024 Q2	$1.1M	Sell	18,216 -724	-4%	-$44K	0.07%	109
2024 Q1	$1.18M	Buy	+18,940	New	+$1.12M	0.08%	109

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

Trajan Wealth's VO Position: Q2 2026 in Review

Trajan Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, buying an estimated $49.2K and bringing the position to 17,827 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #111.

Trajan Wealth first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Trajan Wealth held 17,827 shares of Vanguard Morningstar Mid-Cap ETF worth $1.44M as of Q2 2026.
Trajan Wealth bought 635 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $49.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Trajan Wealth's portfolio in Q2 2026, its #111 holding.
Trajan Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.