Washington Growth Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Washington Growth Strategies’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	$525K	Hold	6,516	–	–	0.29%	42
2026 Q1	$468K	Sell	6,516 -684	-10%	-$50.8K	0.31%	44
2025 Q4	$522K	Sell	7,200 -680	-9%	-$49.5K	0.34%	39
2025 Q3	$579K	Sell	7,880 -1,264	-14%	-$90.8K	0.41%	34
2025 Q2	$640K	Buy	9,144 +8,108	+783%	+$532K	0.49%	30
2025 Q1	$618	Buy	+1,036	New	+$69.5K	0.55%	27
2024 Q3	$2.39K	Buy	+2,520	New	+$158K	0.09%	38

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Washington Growth Strategies's VO Position: Q2 2026 in Review

Washington Growth Strategies held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,516 shares worth $525K. The position accounts for 0.29% of the portfolio, ranked #42.

Washington Growth Strategies first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $640K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Washington Growth Strategies held 6,516 shares of Vanguard Morningstar Mid-Cap ETF worth $525K as of Q2 2026.
Washington Growth Strategies left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of Washington Growth Strategies's portfolio in Q2 2026, its #42 holding.
Washington Growth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Washington Growth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $640K in Q2 2025.
1,234 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Washington Growth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.