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Wealthedge Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealthedge Investment 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 		$6.26M Sell
77,658
-9,986
-11% -$774K 2.13% 12
2026
Q1 		$6.29M Sell
87,644
-4,680
-5% -$348K 2.31% 10
2025
Q4 		$6.7M Buy
92,324
+2,616
+3% +$190K 2.48% 11
2025
Q3 		$6.59M Buy
89,708
+1,444
+2% +$104K 2.49% 7
2025
Q2 		$6.17M Sell
88,264
-8,932
-9% -$586K 2.57% 7
2025
Q1 		$6.28M Sell
97,196
-14,024
-13% -$941K 2.83% 6
2024
Q4 		$7.34M Buy
+111,220
New +$7.55M 3.31% 4

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Wealthedge Investment Advisors's VO Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $774K and leaving 77,658 shares worth $6.26M. The position accounts for 2.13% of the portfolio, ranked #12.

Wealthedge Investment Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.34M in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealthedge Investment Advisors held 77,658 shares of Vanguard Morningstar Mid-Cap ETF worth $6.26M as of Q2 2026.
  • Wealthedge Investment Advisors sold 9,986 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $774K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.13% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $7.34M in Q4 2024.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.