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Wealth Management Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealth Management Strategies’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
2025
Q3 		– Sell
-5,280
Closed -$369K – 42
2025
Q2 		$369K Hold
5,280
– – 0.2% 25
2025
Q1 		$341K Buy
5,280
+24
+0.5% +$1.61K 0.23% 26
2024
Q4 		$347K Buy
+5,256
New +$357K 0.27% 25

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Management Strategies's VO Position: Q3 2025 in Review

Wealth Management Strategies sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025, closing a stake of 5,280 shares — an estimated $369K sold.

Wealth Management Strategies first reported a position in VO in Q4 2024 and held it in 3 quarters. The position peaked at $369K in Q2 2025. 2,222 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Wealth Management Strategies reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Strategies sold 5,280 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $369K.
  • Wealth Management Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Wealth Management Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $369K in Q2 2025.
  • 2,222 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Wealth Management Strategies's 13F filing for Q3 2025, filed 17 Nov 2025.