WealthBridge Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthBridge Capital Management’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	$1.14M	Sell	14,169 -63	-0.4%	-$4.88K	0.23%	84
2026 Q1	$1.02M	Hold	14,232	–	–	0.24%	79
2025 Q4	$1.03M	Buy	14,232 +52	+0.4%	+$3.78K	0.24%	75
2025 Q3	$1.04M	Sell	14,180 -520	-4%	-$37.3K	0.24%	74
2025 Q2	$1.03M	Sell	14,700 -40	-0.3%	-$2.63K	0.26%	72
2025 Q1	$953K	Sell	14,740 -900	-6%	-$60.4K	0.27%	71
2024 Q4	$1.03M	Hold	15,640	–	–	0.29%	65
2024 Q3	$1.03M	Buy	15,640 +4	+0%	+$251	0.29%	66
2024 Q2	$946K	Sell	15,636 -2,132	-12%	-$130K	0.31%	63
2024 Q1	$1.11M	Buy	17,768 +16	+0.1%	+$946	0.37%	54
2023 Q4	$1.03M	Buy	17,752 +136	+0.8%	+$7.27K	0.39%	54
2023 Q3	$917K	Hold	17,616	–	–	0.38%	57
2023 Q2	$970K	Buy	17,616 +204	+1%	+$10.7K	0.39%	55
2023 Q1	$918K	Buy	17,412 +500	+3%	+$26.6K	0.37%	58
2022 Q4	$862K	Buy	16,912 +1,368	+9%	+$69.7K	0.36%	60
2022 Q3	$765K	Hold	15,544	–	–	0.33%	68
2022 Q2	$765K	Buy	15,544 +1,028	+7%	+$55.5K	0.33%	68
2022 Q1	$863K	Sell	14,516 -376	-3%	-$22.1K	0.32%	71
2021 Q4	$948K	Sell	14,892 -684	-4%	-$42.9K	0.35%	59
2021 Q3	$922K	Buy	15,576 +104	+0.7%	+$6.28K	0.34%	58
2021 Q2	$918K	Sell	15,472 -920	-6%	-$53.3K	0.33%	65
2021 Q1	$907K	Sell	16,392 -64	-0.4%	-$3.47K	0.37%	60
2020 Q4	$851K	Buy	16,456 +216	+1%	+$10.5K	0.37%	58
2020 Q3	$716K	Sell	16,240 -396	-2%	-$17.3K	0.37%	58
2020 Q2	$682K	Sell	16,636 -3,836	-19%	-$147K	0.39%	55
2020 Q1	$674K	Sell	20,472 -184	-0.9%	-$7.62K	0.47%	52
2019 Q4	$920K	Sell	20,656 -100	-0.5%	-$4.29K	0.6%	43
2019 Q3	$870K	Sell	20,756 -200	-1%	-$8.36K	0.63%	41
2019 Q2	$724K	Buy	20,956 +200	+1%	+$8.18K	0.66%	39
2019 Q1	$846K	Sell	20,756 -200	-1%	-$7.69K	0.54%	39
2018 Q4	$724K	Buy	+20,956	New	+$787K	0.55%	39

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

WealthBridge Capital Management's VO Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.44% in Q2 2026, selling an estimated $4.88K and leaving 14,169 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #84.

WealthBridge Capital Management first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

WealthBridge Capital Management held 14,169 shares of Vanguard Morningstar Mid-Cap ETF worth $1.14M as of Q2 2026.
WealthBridge Capital Management sold 63 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.88K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of WealthBridge Capital Management's portfolio in Q2 2026, its #84 holding.
WealthBridge Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.