WealthCare Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthCare Investment Partners’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	$400K	Buy	4,970 +14	+0.3%	+$1.08K	0.1%	140
2026 Q1	$360K	Sell	4,956 -308	-6%	-$22.9K	0.1%	142
2025 Q4	$385K	Buy	5,264 +520	+11%	+$37.8K	0.11%	132
2025 Q3	$348K	Buy	4,744 +692	+17%	+$49.7K	0.11%	130
2025 Q2	$287K	Sell	4,052 -144	-3%	-$9.45K	0.1%	128
2025 Q1	$252K	Buy	4,196 +728	+21%	+$48.9K	0.11%	126
2024 Q4	$229K	Sell	3,468 -84	-2%	-$5.7K	0.1%	130
2024 Q3	$232K	Sell	3,552 -300	-8%	-$18.8K	0.1%	127
2024 Q2	$233K	Sell	3,852 -404	-9%	-$24.6K	0.11%	124
2024 Q1	$266K	Sell	4,256 -116	-3%	-$6.86K	0.13%	114
2023 Q4	$252K	Buy	+4,372	New	+$234K	0.14%	110
2023 Q2	–	Sell	-3,844	Closed	-$203K	–	133
2023 Q1	$203K	Buy	+3,844	New	+$205K	0.12%	122
2022 Q2	–	Sell	-3,564	Closed	-$210K	–	117
2022 Q1	$210K	Buy	+3,564	New	+$209K	0.19%	100

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

WealthCare Investment Partners's VO Position: Q2 2026 in Review

WealthCare Investment Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $1.08K and bringing the position to 4,970 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #140.

WealthCare Investment Partners first reported a position in VO in Q1 2022 and has held it in 13 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

WealthCare Investment Partners held 4,970 shares of Vanguard Morningstar Mid-Cap ETF worth $400K as of Q2 2026.
WealthCare Investment Partners bought 14 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.08K.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of WealthCare Investment Partners's portfolio in Q2 2026, its #140 holding.
WealthCare Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.