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

Wealthstar 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
2025
Q4 		– Sell
-2,944
Closed -$216K – 143
2025
Q3 		$216K Hold
2,944
– – 0.09% 132
2025
Q2 		$206K Buy
+2,944
New +$193K 0.08% 135
2025
Q1 		– Sell
-3,276
Closed -$216K – 153
2024
Q4 		$216K Buy
+3,276
New +$222K 0.09% 122
2024
Q2 		– Sell
-3,276
Closed -$205K – 136
2024
Q1 		$205K Buy
+3,276
New +$194K 0.07% 123

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthstar Advisors's VO Position: Q4 2025 in Review

Wealthstar Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 2,944 shares — an estimated $216K sold.

Wealthstar Advisors first reported a position in VO in Q1 2024 and held it in 4 quarters. The position peaked at $216K in Q4 2024. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Wealthstar Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 2,944 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $216K.
  • Wealthstar Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and held it in 4 quarters.
  • Wealthstar Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $216K in Q4 2024.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.