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

Wealthspan 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 		$5.97M Buy
74,155
+4,723
+7% +$366K 1.88% 15
2026
Q1 		$4.98M Buy
69,432
+312
+0.5% +$23.2K 1.76% 14
2025
Q4 		$5.02M Buy
69,120
+5,620
+9% +$409K 1.82% 16
2025
Q3 		$4.66M Buy
63,500
+17,168
+37% +$1.23M 1.78% 16
2025
Q2 		$3.24M Buy
46,332
+1,232
+3% +$80.9K 1.34% 22
2025
Q1 		$2.92M Sell
45,100
-1,860
-4% -$125K 1.35% 22
2024
Q4 		$3.1M Sell
46,960
-2,852
-6% -$194K 1.48% 19
2024
Q3 		$3.29M Sell
49,812
-548
-1% -$34.4K 1.62% 16
2024
Q2 		$3.05M Buy
50,360
+908
+2% +$55.2K 1.68% 15
2024
Q1 		$3.09M Buy
49,452
+5,992
+14% +$354K 1.82% 15
2023
Q4 		$2.53M Buy
43,460
+1,520
+4% +$81.2K 1.77% 15
2023
Q3 		$2.18M Buy
41,940
+6,120
+17% +$336K 1.72% 15
2023
Q2 		$1.97M Sell
35,820
-248
-0.7% -$13K 1.56% 16
2023
Q1 		$1.9M Sell
36,068
-528
-1% -$28.1K 1.63% 15
2022
Q4 		$1.86M Sell
36,596
-72
-0.2% -$3.67K 1.7% 15
2022
Q3 		$1.72M Buy
36,668
+3,284
+10% +$172K 1.78% 15
2022
Q2 		$1.64M Buy
33,384
+2,080
+7% +$112K 1.7% 12
2022
Q1 		$1.86M Buy
31,304
+1,184
+4% +$69.5K 1.69% 12
2021
Q4 		$1.92M Buy
+30,120
New +$1.89M 1.7% 13

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

Wealthspan Partners's VO Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.8% in Q2 2026, buying an estimated $366K and bringing the position to 74,155 shares worth $5.97M. The position accounts for 1.88% of the portfolio, ranked #15.

Wealthspan Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wealthspan Partners held 74,155 shares of Vanguard Morningstar Mid-Cap ETF worth $5.97M as of Q2 2026.
  • Wealthspan Partners bought 4,723 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $366K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.88% of Wealthspan Partners's portfolio in Q2 2026, its #15 holding.
  • Wealthspan Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.