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

Wealth Enhancement Trust 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 		$426K Buy
5,292
+796
+18% +$61.7K 0.05% 218
2026
Q1 		$323K Hold
4,496
– – 0.04% 241
2025
Q4 		$326K Buy
+4,496
New +$327K 0.04% 224

Other funds holding VO

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $61.7K and bringing the position to 5,292 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #218.

Wealth Enhancement Trust Services first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,292 shares of Vanguard Morningstar Mid-Cap ETF worth $426K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 796 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $61.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #218 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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