Wealth Enhancement Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealth Enhancement Advisory Services’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	$48.1M	Sell	594,579 -2,717	-0.5%	-$211K	0.08%	216
2026 Q1	$43.3M	Sell	597,296 -315,072	-35%	-$23.4M	0.09%	218
2025 Q4	$68.3M	Buy	912,368 +18,380	+2%	+$1.34M	0.09%	208
2025 Q3	$65.6M	Buy	893,988 +29,096	+3%	+$2.09M	0.1%	197
2025 Q2	$61.3M	Buy	864,892 +86,228	+11%	+$5.66M	0.1%	197
2025 Q1	$50.3M	Buy	778,664 +169,512	+28%	+$11.4M	0.1%	202
2024 Q4	$40.2M	Buy	609,152 +38,312	+7%	+$2.6M	0.08%	243
2024 Q3	$37.7M	Buy	570,840 +14,364	+3%	+$902K	0.08%	234
2024 Q2	$33.7M	Buy	556,476 +79,444	+17%	+$4.83M	0.08%	237
2024 Q1	$29.8M	Buy	477,032 +58,180	+14%	+$3.44M	0.08%	247
2023 Q4	$24.4M	Buy	418,852 +10,928	+3%	+$584K	0.07%	263
2023 Q3	$21.2M	Buy	407,924 +391,636	+2,404%	+$21.5M	0.07%	268
2023 Q2	$897K	Buy	16,288 +7,900	+94%	+$414K	0.01%	275
2023 Q1	$442K	Buy	+8,388	New	+$446K	0.01%	398
2020 Q4	–	Sell	-8,000	Closed	-$374K	–	248
2020 Q3	$374K	Hold	8,000	–	–	0.01%	195
2020 Q2	$347K	Hold	8,000	–	–	0.01%	194
2020 Q1	$300K	Hold	8,000	–	–	0.01%	196
2019 Q4	$356K	Hold	8,000	–	–	0.01%	192
2019 Q3	$333K	Hold	8,000	–	–	0.01%	189
2019 Q2	$341K	Buy	+8,000	New	+$327K	0.02%	188

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

Wealth Enhancement Advisory Services's VO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.45% in Q2 2026, selling an estimated $211K and leaving 594,579 shares worth $48.1M. The position accounts for 0.08% of the portfolio, ranked #216.

Wealth Enhancement Advisory Services first reported a position in VO in Q2 2019 and has held it in 20 quarters since. The position peaked at $68.3M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wealth Enhancement Advisory Services held 594,579 shares of Vanguard Morningstar Mid-Cap ETF worth $48.1M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,717 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #216 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $68.3M in Q4 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.