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

Wealthquest’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 		$47.1M Buy
584,077
+6,661
+1% +$516K 2.97% 10
2026
Q1 		$41.5M Buy
577,416
+15,668
+3% +$1.16M 2.94% 10
2025
Q4 		$40.8M Buy
561,748
+10,712
+2% +$779K 3.08% 9
2025
Q3 		$40.5M Buy
551,036
+5,788
+1% +$416K 3.23% 9
2025
Q2 		$38.1M Buy
545,248
+10,740
+2% +$705K 3.01% 10
2025
Q1 		$34.6M Buy
534,508
+27,896
+6% +$1.87M 2.88% 11
2024
Q4 		$33.5M Buy
506,612
+14,428
+3% +$979K 2.72% 13
2024
Q3 		$32.3M Buy
492,184
+49,892
+11% +$3.13M 2.84% 13
2024
Q2 		$26.8M Buy
442,292
+20,232
+5% +$1.23M 2.85% 14
2024
Q1 		$26.4M Buy
422,060
+108
+0% +$6.38K 2.83% 14
2023
Q4 		$24.5M Buy
421,952
+13,920
+3% +$744K 2.72% 13
2023
Q3 		$21.2M Buy
408,032
+14,372
+4% +$788K 2.61% 13
2023
Q2 		$21.7M Buy
393,660
+12,380
+3% +$649K 2.59% 12
2023
Q1 		$20.1M Buy
381,280
+8,372
+2% +$445K 2.61% 12
2022
Q4 		$19M Buy
372,908
+10,888
+3% +$555K 2.44% 14
2022
Q3 		$17M Buy
362,020
+77,932
+27% +$4.07M 2.38% 13
2022
Q2 		$14M Sell
284,088
-41,220
-13% -$2.23M 2.11% 12
2022
Q1 		$20.7M Hold
325,308
– – 3.18% 10
2021
Q4 		$20.7M Buy
325,308
+10,736
+3% +$673K 3.18% 10
2021
Q3 		$18.6M Buy
314,572
+57,600
+22% +$3.48M 3.14% 10
2021
Q2 		$15.2M Sell
256,972
-12,032
-4% -$697K 2.61% 12
2021
Q1 		$14.9M Buy
269,004
+20,544
+8% +$1.11M 2.78% 11
2020
Q4 		$12.8M Buy
248,460
+8,616
+4% +$417K 2.75% 12
2020
Q3 		$10.6M Buy
239,844
+13,812
+6% +$602K 2.62% 12
2020
Q2 		$9.26M Buy
+226,032
New +$8.66M 2.36% 13
2019
Q4 		$4.86M Buy
109,148
+36,136
+49% +$1.55M 1.39% 14
2019
Q3 		$3.06M Buy
73,012
+32,564
+81% +$1.36M 1.02% 22
2019
Q2 		$1.69M Buy
40,448
+10,012
+33% +$410K 0.64% 39
2019
Q1 		$1.22M Buy
30,436
+5,896
+24% +$227K 0.46% 45
2018
Q4 		$847K Buy
+24,540
New +$921K 0.35% 52

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

Wealthquest's VO Position: Q2 2026 in Review

Wealthquest increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $516K and bringing the position to 584,077 shares worth $47.1M. The position accounts for 2.97% of the portfolio, ranked #10.

Wealthquest first reported a position in VO in Q4 2018 and has held it in 30 quarters since. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealthquest held 584,077 shares of Vanguard Morningstar Mid-Cap ETF worth $47.1M as of Q2 2026.
  • Wealthquest bought 6,661 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $516K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.97% of Wealthquest's portfolio in Q2 2026, its #10 holding.
  • Wealthquest first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.