Wealthspire Advisors (New York)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealthspire Advisors (New York)’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	$189M	Sell	2,345,040 -128,992	-5%	-$10M	1.04%	21
2026 Q1	$178M	Buy	2,474,032 +65,684	+3%	+$4.88M	1.39%	18
2025 Q4	$175M	Sell	2,408,348 -2,423,092	-50%	-$176M	1.39%	16
2025 Q3	$355M	Sell	4,831,440 -40,240	-0.8%	-$2.89M	1.86%	13
2025 Q2	$341M	Buy	4,871,680 +395,336	+9%	+$26M	1.92%	13
2025 Q1	$289M	Buy	4,476,344 +2,247,488	+101%	+$151M	1.73%	14
2024 Q4	$147M	Buy	2,228,856 +24,348	+1%	+$1.65M	1.46%	16
2024 Q3	$145M	Buy	2,204,508 +42,896	+2%	+$2.69M	1.48%	14
2024 Q2	$131M	Sell	2,161,612 -33,300	-2%	-$2.02M	1.68%	12
2024 Q1	$137M	Sell	2,194,912 -36,596	-2%	-$2.16M	1.83%	11
2023 Q4	$130M	Buy	2,231,508 +6,540	+0.3%	+$349K	1.84%	11
2023 Q3	$116M	Sell	2,224,968 -3,316	-0.1%	-$182K	1.91%	11
2023 Q2	$123M	Buy	2,228,284 +512	+0%	+$26.8K	2%	11
2023 Q1	$117M	Buy	2,227,772 +15,944	+0.7%	+$848K	2.02%	11
2022 Q4	$113M	Buy	2,211,828 +106,620	+5%	+$5.43M	2.05%	11
2022 Q3	$98.9M	Buy	2,105,208 +201,404	+11%	+$10.5M	2.07%	11
2022 Q2	$93.7M	Buy	1,903,804 +85,712	+5%	+$4.63M	1.96%	12
2022 Q1	$108M	Buy	1,818,092 +282,708	+18%	+$16.6M	2.43%	11
2021 Q4	$97.8M	Buy	1,535,384 +77,452	+5%	+$4.86M	2.16%	11
2021 Q3	$86.3M	Sell	1,457,932 -71,336	-5%	-$4.31M	1.79%	13
2021 Q2	$90.7M	Buy	1,529,268 +11,760	+0.8%	+$682K	2.39%	12
2021 Q1	$84M	Sell	1,517,508 -17,616	-1%	-$956K	1.99%	11
2020 Q4	$79.4M	Buy	1,535,124 +1,373,008	+847%	+$66.5M	2.36%	11
2020 Q3	$7.14M	Buy	162,116 +5,512	+4%	+$240K	0.42%	31
2020 Q2	$6.42M	Sell	156,604 -1,333,244	-89%	-$51.1M	0.45%	33
2020 Q1	$49M	Buy	+1,489,848	New	+$61.7M	2.06%	11
2019 Q1	–	Sell	-960	Closed	-$33K	–	774
2018 Q4	$33K	Buy	+960	New	+$36K	﹤0.01%	245

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

Wealthspire Advisors (New York)'s VO Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.2% in Q2 2026, selling an estimated $10M and leaving 2,345,040 shares worth $189M. The position accounts for 1.04% of the portfolio, ranked #21.

Wealthspire Advisors (New York) first reported a position in VO in Q4 2018 and has held it in 27 quarters since. The position peaked at $355M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wealthspire Advisors (New York) held 2,345,040 shares of Vanguard Morningstar Mid-Cap ETF worth $189M as of Q2 2026.
Wealthspire Advisors (New York) sold 128,992 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10M.
Vanguard Morningstar Mid-Cap ETF made up 1.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #21 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Mid-Cap ETF position peaked at $355M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.