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 Q3	$49.9M	Buy	620,817 +26,238	+4%	+$2.13M	0.07%	234
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's VO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q3 2026, buying an estimated $2.13M and bringing the position to 620,817 shares worth $49.9M. The position accounts for 0.07% of the portfolio, ranked #234.

Wealth Enhancement Advisory Services first reported a position in VO in Q2 2019 and has held it in 21 quarters since. The position peaked at $68.3M in Q4 2025. 208 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Wealth Enhancement Advisory Services held 620,817 shares of Vanguard Morningstar Mid-Cap ETF worth $49.9M as of Q3 2026.
Wealth Enhancement Advisory Services bought 26,238 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.13M.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #234 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 21 quarters since.
Wealth Enhancement Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $68.3M in Q4 2025.
208 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.