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Wealth Dimensions Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealth Dimensions Group’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 		$2.63M Buy
32,592
+128
+0.4% +$9.92K 0.47% 29
2026
Q1 		$2.33M Buy
32,464
+616
+2% +$45.8K 0.46% 30
2025
Q4 		$2.31M Sell
31,848
-184
-0.6% -$13.4K 0.46% 32
2025
Q3 		$2.35M Sell
32,032
-640
-2% -$46K 0.48% 32
2025
Q2 		$2.29M Buy
32,672
+148
+0.5% +$9.71K 0.5% 27
2025
Q1 		$2.1M Buy
32,524
+652
+2% +$43.8K 0.5% 29
2024
Q4 		$2.1M Buy
31,872
+628
+2% +$42.6K 0.52% 29
2024
Q3 		$2.06M Sell
31,244
-164
-0.5% -$10.3K 0.52% 31
2024
Q2 		$1.9M Sell
31,408
-1,528
-5% -$92.9K 0.54% 32
2024
Q1 		$2.06M Sell
32,936
-228
-0.7% -$13.5K 0.61% 29
2023
Q4 		$1.93M Sell
33,164
-84
-0.3% -$4.49K 0.61% 28
2023
Q3 		$1.73M Buy
33,248
+1,032
+3% +$56.6K 0.63% 31
2023
Q2 		$1.77M Buy
32,216
+288
+0.9% +$15.1K 0.65% 28
2023
Q1 		$1.68M Sell
31,928
-208
-0.6% -$11.1K 0.65% 28
2022
Q4 		$1.64M Buy
32,136
+21,312
+197% +$1.09M 0.67% 29
2022
Q3 		$509K Buy
10,824
+1,368
+14% +$71.5K 0.25% 55
2022
Q2 		$466K Sell
9,456
-112
-1% -$6.05K 0.22% 68
2022
Q1 		$569K Buy
+9,568
New +$561K 0.26% 64

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Dimensions Group's VO Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.39% in Q2 2026, buying an estimated $9.92K and bringing the position to 32,592 shares worth $2.63M. The position accounts for 0.47% of the portfolio, ranked #29.

Wealth Dimensions Group first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealth Dimensions Group held 32,592 shares of Vanguard Morningstar Mid-Cap ETF worth $2.63M as of Q2 2026.
  • Wealth Dimensions Group bought 128 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.92K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.47% of Wealth Dimensions Group's portfolio in Q2 2026, its #29 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.