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

Valley Wealth Managers’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	$7.74K	Hold	96	–	–	﹤0.01%	293
2026 Q1	$6.89K	Hold	96	–	–	﹤0.01%	283
2025 Q4	$6.96K	Hold	96	–	–	﹤0.01%	296
2025 Q3	$7.05K	Hold	96	–	–	﹤0.01%	272
2025 Q2	$6.72K	Hold	96	–	–	﹤0.01%	257
2025 Q1	$6.21K	Hold	96	–	–	﹤0.01%	290
2024 Q4	$6.34K	Hold	96	–	–	﹤0.01%	306
2024 Q3	$6.33K	Hold	96	–	–	﹤0.01%	310
2024 Q2	$5.81K	Hold	96	–	–	﹤0.01%	301
2024 Q1	$6K	Sell	96 -64	-40%	-$3.78K	﹤0.01%	265
2023 Q4	$9.31K	Hold	160	–	–	﹤0.01%	273
2023 Q3	$8.33K	Hold	160	–	–	﹤0.01%	294
2023 Q2	$8.81K	Hold	160	–	–	﹤0.01%	276
2023 Q1	$8.44K	Hold	160	–	–	﹤0.01%	293
2022 Q4	$8.15K	Hold	160	–	–	﹤0.01%	308
2022 Q3	$8K	Hold	160	–	–	﹤0.01%	333
2022 Q2	$8K	Buy	+160	New	+$8.64K	﹤0.01%	343
2017 Q2	–	Sell	-700	Closed	-$24K	–	173
2017 Q1	$24K	Buy	700 +448	+178%	+$15.4K	﹤0.01%	157
2016 Q4	$8K	Buy	+252	New	+$8.16K	﹤0.01%	183

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

Valley Wealth Managers's VO Position: Q2 2026 in Review

Valley Wealth Managers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 96 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Valley Wealth Managers first reported a position in VO in Q4 2016 and has held it in 19 quarters since. The position peaked at $24K in Q1 2017. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Valley Wealth Managers held 96 shares of Vanguard Morningstar Mid-Cap ETF worth $7.74K as of Q2 2026.
Valley Wealth Managers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #293 holding.
Valley Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 19 quarters since.
Valley Wealth Managers's Vanguard Morningstar Mid-Cap ETF position peaked at $24K in Q1 2017.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.