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

Watershed Private 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	$1.62M	Sell	20,100 -1,224	-6%	-$94.9K	0.46%	39
2026 Q1	$1.53M	Sell	21,324 -4,988	-19%	-$371K	0.48%	40
2025 Q4	$1.91M	Sell	26,312 -1,076	-4%	-$78.3K	0.57%	36
2025 Q3	$2.01M	Sell	27,388 -1,084	-4%	-$77.8K	0.64%	35
2025 Q2	$1.99M	Sell	28,472 -880	-3%	-$57.8K	0.73%	29
2025 Q1	$1.9M	Sell	29,352 -696	-2%	-$46.7K	0.76%	29
2024 Q4	$1.98M	Sell	30,048 -52	-0.2%	-$3.53K	0.77%	29
2024 Q3	$1.99M	Sell	30,100 -1,156	-4%	-$72.6K	0.79%	28
2024 Q2	$1.89M	Sell	31,256 -580	-2%	-$35.2K	0.8%	28
2024 Q1	$1.99M	Sell	31,836 -9,072	-22%	-$536K	0.88%	27
2023 Q4	$2.38M	Sell	40,908 -6,324	-13%	-$338K	1.32%	27
2023 Q3	$2.46M	Buy	47,232 +1,528	+3%	+$83.8K	1.52%	25
2023 Q2	$2.52M	Sell	45,704 -4,756	-9%	-$249K	1.52%	26
2023 Q1	$2.66M	Buy	50,460 +10,032	+25%	+$534K	1.8%	20
2022 Q4	$2.06M	Buy	+40,428	New	+$2.06M	1.56%	22

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

Watershed Private Wealth's VO Position: Q2 2026 in Review

Watershed Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, selling an estimated $94.9K and leaving 20,100 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #39.

Watershed Private Wealth first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q1 2023. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Watershed Private Wealth held 20,100 shares of Vanguard Morningstar Mid-Cap ETF worth $1.62M as of Q2 2026.
Watershed Private Wealth sold 1,224 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of Watershed Private Wealth's portfolio in Q2 2026, its #39 holding.
Watershed Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $2.66M in Q1 2023.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.