WealthTrak Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthTrak Capital Management’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	$1.06M	Buy	13,097 +2,985	+30%	+$231K	0.69%	39
2026 Q1	$726K	Sell	10,112 -72	-0.7%	-$5.35K	0.52%	45
2025 Q4	$739K	Sell	10,184 -980	-9%	-$71.3K	0.53%	45
2025 Q3	$820K	Buy	11,164 +1,808	+19%	+$130K	0.67%	43
2025 Q2	$655K	Buy	9,356 +88	+0.9%	+$5.78K	0.55%	42
2025 Q1	$599K	Sell	9,268 -496	-5%	-$33.3K	0.52%	36
2024 Q4	$645K	Buy	+9,764	New	+$663K	0.55%	39

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

WealthTrak Capital Management's VO Position: Q2 2026 in Review

WealthTrak Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q2 2026, buying an estimated $231K and bringing the position to 13,097 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #39.

WealthTrak Capital Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

WealthTrak Capital Management held 13,097 shares of Vanguard Morningstar Mid-Cap ETF worth $1.06M as of Q2 2026.
WealthTrak Capital Management bought 2,985 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $231K.
Vanguard Morningstar Mid-Cap ETF made up 0.69% of WealthTrak Capital Management's portfolio in Q2 2026, its #39 holding.
WealthTrak Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.