Weaver Consulting Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weaver Consulting Group’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	$262K	Buy	3,247 +19	+0.6%	+$1.47K	0.05%	248
2026 Q1	$232K	Sell	3,228 -400	-11%	-$29.7K	0.06%	253
2025 Q4	$263K	Buy	3,628 +4	+0.1%	+$291	0.06%	226
2025 Q3	$266K	Buy	3,624 +172	+5%	+$12.4K	0.07%	217
2025 Q2	$242K	Buy	+3,452	New	+$227K	0.07%	213
2020 Q4	–	Sell	-900	Closed	-$40K	–	885
2020 Q3	$40K	Hold	900	–	–	0.02%	291
2020 Q2	$37K	Hold	900	–	–	0.02%	299
2020 Q1	$30K	Sell	900 -1,316	-59%	-$54.5K	0.02%	277
2019 Q4	$93K	Sell	2,216 -2,500	-53%	-$107K	0.05%	173
2019 Q3	$202K	Hold	4,716	–	–	0.11%	104
2019 Q2	$197K	Hold	4,716	–	–	0.11%	102
2019 Q1	$194K	Buy	+4,716	New	+$181K	0.05%	225

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

Weaver Consulting Group's VO Position: Q2 2026 in Review

Weaver Consulting Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.59% in Q2 2026, buying an estimated $1.47K and bringing the position to 3,247 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #248.

Weaver Consulting Group first reported a position in VO in Q1 2019 and has held it in 12 quarters since. The position peaked at $266K in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Weaver Consulting Group held 3,247 shares of Vanguard Morningstar Mid-Cap ETF worth $262K as of Q2 2026.
Weaver Consulting Group bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #248 holding.
Weaver Consulting Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 12 quarters since.
Weaver Consulting Group's Vanguard Morningstar Mid-Cap ETF position peaked at $266K in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.