Wedmont Private Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wedmont Private Capital’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	$19.2M	Buy	237,501 +1,037	+0.4%	+$80.4K	0.53%	30
2026 Q1	$17.6M	Buy	236,464 +15,936	+7%	+$1.18M	0.57%	28
2025 Q4	$16.3M	Buy	220,528 +968	+0.4%	+$70.4K	0.57%	27
2025 Q3	$16.1M	Buy	219,560 +6,772	+3%	+$486K	0.6%	26
2025 Q2	$15.1M	Buy	212,788 +9,980	+5%	+$655K	0.64%	26
2025 Q1	$12.4M	Sell	202,808 -22,168	-10%	-$1.49M	0.63%	26
2024 Q4	$14.8M	Buy	224,976 +17,836	+9%	+$1.21M	0.78%	22
2024 Q3	$13.6M	Buy	207,140 +45,716	+28%	+$2.87M	0.77%	24
2024 Q2	$10M	Buy	161,424 +24,356	+18%	+$1.48M	0.63%	27
2024 Q1	$8.48M	Buy	137,068 +1,780	+1%	+$105K	0.62%	27
2023 Q4	$7.81M	Buy	135,288 +11,224	+9%	+$600K	0.64%	25
2023 Q3	$6.45M	Buy	124,064 +9,712	+8%	+$533K	0.65%	27
2023 Q2	$6.43M	Buy	114,352 +1,596	+1%	+$83.7K	0.69%	25
2023 Q1	$5.88M	Buy	112,756 +2,920	+3%	+$155K	0.78%	19
2022 Q4	$5.71M	Sell	109,836 -25,648	-19%	-$1.31M	0.85%	18
2022 Q3	$6.37M	Sell	135,484 -4,444	-3%	-$232K	1.28%	14
2022 Q2	$6.89M	Buy	139,928 +40,848	+41%	+$2.21M	1.49%	14
2022 Q1	$5.96M	Buy	99,080 +22,324	+29%	+$1.31M	1.33%	16
2021 Q4	$4.7M	Buy	+76,756	New	+$4.81M	1.45%	13

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

Wedmont Private Capital's VO Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.44% in Q2 2026, buying an estimated $80.4K and bringing the position to 237,501 shares worth $19.2M. The position accounts for 0.53% of the portfolio, ranked #30.

Wedmont Private Capital first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wedmont Private Capital held 237,501 shares of Vanguard Morningstar Mid-Cap ETF worth $19.2M as of Q2 2026.
Wedmont Private Capital bought 1,037 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $80.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.53% of Wedmont Private Capital's portfolio in Q2 2026, its #30 holding.
Wedmont Private Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.