Wealth Preservation Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-16	Closed	-$1.15K	–	921
2026 Q1	$1.15K	Sell	16 -1,108	-99%	-$82.3K	﹤0.01%	669
2025 Q4	$81.7K	Hold	1,124	–	–	0.04%	152
2025 Q3	$82.6K	Hold	1,124	–	–	0.05%	145
2025 Q2	$78.6K	Sell	1,124 -44	-4%	-$2.89K	0.05%	150
2025 Q1	$75.5K	Buy	+1,168	New	+$78.4K	0.05%	148

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 Preservation Advisors's VO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 16 shares — an estimated $1.15K sold.

Wealth Preservation Advisors first reported a position in VO in Q1 2025 and held it in 5 quarters. The position peaked at $82.6K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wealth Preservation Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 16 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.15K.
Wealth Preservation Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $82.6K in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.