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

ViaWealth’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	$1.92M	Sell	23,837 -47	-0.2%	-$3.64K	0.97%	32
2026 Q1	$1.71M	Sell	23,884 -44	-0.2%	-$3.27K	0.95%	29
2025 Q4	$1.74M	Sell	23,928 -1,048	-4%	-$76.2K	0.98%	28
2025 Q3	$1.83M	Buy	24,976 +776	+3%	+$55.7K	1%	27
2025 Q2	$1.69M	Sell	24,200 -1,308	-5%	-$85.9K	1%	26
2025 Q1	$1.65M	Sell	25,508 -508	-2%	-$34.1K	1.02%	24
2024 Q4	$1.72M	Sell	26,016 -304	-1%	-$20.6K	1.04%	24
2024 Q3	$1.74M	Sell	26,320 -164	-0.6%	-$10.3K	1.01%	24
2024 Q2	$1.6M	Hold	26,484	–	–	0.99%	25
2024 Q1	$1.65M	Sell	26,484 -416	-2%	-$24.6K	1.03%	25
2023 Q4	$1.56M	Sell	26,900 -7,792	-22%	-$416K	1.08%	24
2023 Q3	$1.81M	Sell	34,692 -2,308	-6%	-$127K	1.33%	18
2023 Q2	$2.04M	Sell	37,000 -280	-0.8%	-$14.7K	1.52%	13
2023 Q1	$1.97M	Buy	37,280 +24,324	+188%	+$1.29M	1.56%	12
2022 Q4	$675K	Buy	+12,956	New	+$660K	0.56%	63

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

ViaWealth's VO Position: Q2 2026 in Review

ViaWealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, selling an estimated $3.64K and leaving 23,837 shares worth $1.92M. The position accounts for 0.97% of the portfolio, ranked #32.

ViaWealth first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.04M in Q2 2023. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ViaWealth held 23,837 shares of Vanguard Morningstar Mid-Cap ETF worth $1.92M as of Q2 2026.
ViaWealth sold 47 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.64K.
Vanguard Morningstar Mid-Cap ETF made up 0.97% of ViaWealth's portfolio in Q2 2026, its #32 holding.
ViaWealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Vanguard Morningstar Mid-Cap ETF position peaked at $2.04M in Q2 2023.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.