Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealthfront Advisers’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 		$5.27M Buy
65,431
+9,675
+17% +$750K 0.01% 431
2026
Q1 		$4M Sell
55,756
-2,348
-4% -$174K 0.01% 466
2025
Q4 		$4.22M Sell
58,104
-1,252
-2% -$91.1K 0.01% 434
2025
Q3 		$4.36M Buy
59,356
+9,616
+19% +$691K 0.01% 416
2025
Q2 		$3.48M Buy
49,740
+204
+0.4% +$13.4K 0.01% 447
2025
Q1 		$3.2M Buy
49,536
+5,140
+12% +$345K 0.01% 440
2024
Q4 		$2.93M Buy
44,396
+4,760
+12% +$323K 0.01% 437
2024
Q3 		$2.61M Buy
39,636
+4,672
+13% +$293K 0.01% 444
2024
Q2 		$2.12M Sell
34,964
-780
-2% -$47.4K 0.01% 470
2024
Q1 		$2.23M Buy
35,744
+11,792
+49% +$697K 0.01% 459
2023
Q4 		$1.39M Buy
23,952
+2,176
+10% +$116K 0.01% 533
2023
Q3 		$1.13M Buy
21,776
+3,220
+17% +$177K ﹤0.01% 528
2023
Q2 		$1.02M Buy
18,556
+2,048
+12% +$107K ﹤0.01% 553
2023
Q1 		$870K Buy
16,508
+3,868
+31% +$206K ﹤0.01% 559
2022
Q4 		$644K Buy
12,640
+3,644
+41% +$186K ﹤0.01% 588
2022
Q3 		$423K Buy
8,996
+1,980
+28% +$103K ﹤0.01% 636
2022
Q2 		$345K Buy
7,016
+648
+10% +$35K ﹤0.01% 660
2022
Q1 		$379K Buy
6,368
+2,624
+70% +$154K ﹤0.01% 679
2021
Q4 		$239K Buy
+3,744
New +$235K ﹤0.01% 721

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Wealthfront Advisers's VO Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $750K and bringing the position to 65,431 shares worth $5.27M. The position accounts for 0.01% of the portfolio, ranked #431.

Wealthfront Advisers first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,129 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealthfront Advisers held 65,431 shares of Vanguard Morningstar Mid-Cap ETF worth $5.27M as of Q2 2026.
  • Wealthfront Advisers bought 9,675 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $750K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #431 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.