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

VERITY 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	$406K	Sell	5,043 -685	-12%	-$53.1K	0.25%	56
2026 Q1	$411K	Buy	5,728 +16	+0.3%	+$1.19K	0.27%	56
2025 Q4	$414K	Buy	5,712 +28	+0.5%	+$2.04K	0.26%	58
2025 Q3	$417K	Buy	5,684 +16	+0.3%	+$1.15K	0.26%	57
2025 Q2	$397K	Hold	5,668	–	–	0.27%	62
2025 Q1	$366K	Sell	5,668 -328	-5%	-$22K	0.27%	57
2024 Q4	$396K	Buy	5,996 +20	+0.3%	+$1.36K	0.29%	57
2024 Q3	$394K	Buy	5,976 +28	+0.5%	+$1.76K	0.28%	60
2024 Q2	$360K	Hold	5,948	–	–	0.27%	60
2024 Q1	$371K	Sell	5,948 -932	-14%	-$55.1K	0.29%	60
2023 Q4	$400K	Buy	6,880 +20	+0.3%	+$1.07K	0.34%	52
2023 Q3	$357K	Buy	6,860 +16	+0.2%	+$877	0.34%	54
2023 Q2	$377K	Sell	6,844 -1,836	-21%	-$96.3K	0.34%	54
2023 Q1	$458K	Buy	8,680 +12	+0.1%	+$638	0.42%	47
2022 Q4	$442K	Buy	8,668 +24	+0.3%	+$1.22K	0.43%	47
2022 Q3	$406K	Buy	8,644 +16	+0.2%	+$836	0.42%	48
2022 Q2	$425K	Buy	8,628 +12	+0.1%	+$648	0.41%	45
2022 Q1	$512K	Buy	8,616 +12	+0.1%	+$704	0.45%	39
2021 Q4	$548K	Buy	8,604 +16	+0.2%	+$1K	0.46%	37
2021 Q3	$508K	Buy	8,588 +12	+0.1%	+$725	0.45%	38
2021 Q2	$509K	Buy	8,576 +12	+0.1%	+$695	0.46%	35
2021 Q1	$474K	Buy	8,564 +8	+0.1%	+$434	0.42%	38
2020 Q4	$442K	Buy	8,556 +36	+0.4%	+$1.74K	0.4%	37
2020 Q3	$375K	Buy	8,520 +16	+0.2%	+$697	0.38%	36
2020 Q2	$349K	Hold	8,504	–	–	0.37%	37
2020 Q1	$280K	Sell	8,504 -2,344	-22%	-$97.1K	0.38%	35
2019 Q4	$483K	Sell	10,848 -4,776	-31%	-$205K	0.47%	35
2019 Q3	$655K	Buy	15,624 +24	+0.2%	+$1K	0.64%	30
2019 Q2	$652K	Sell	15,600 -48	-0.3%	-$1.96K	0.64%	31
2019 Q1	$629K	Buy	15,648 +60	+0.4%	+$2.31K	0.64%	31
2018 Q4	$538K	Buy	+15,588	New	+$585K	0.62%	31

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

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

VERITY Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $53.1K and leaving 5,043 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #56.

VERITY Wealth Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $655K in Q3 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

VERITY Wealth Advisors held 5,043 shares of Vanguard Morningstar Mid-Cap ETF worth $406K as of Q2 2026.
VERITY Wealth Advisors sold 685 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $53.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of VERITY Wealth Advisors's portfolio in Q2 2026, its #56 holding.
VERITY Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $655K in Q3 2019.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.