WFS
VO icon

Weitzel Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weitzel Financial Services’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 		$351K Hold
4,372
– – 0.12% 41
2026
Q1 		$315K Buy
4,372
+16
+0.4% +$1.19K 0.12% 43
2025
Q4 		$319K Sell
4,356
-120
-3% -$8.73K 0.12% 40
2025
Q3 		$324K Hold
4,476
– – 0.13% 38
2025
Q2 		$317K Hold
4,476
– – 0.13% 36
2025
Q1 		$279K Hold
4,476
– – 0.13% 35
2024
Q4 		$298K Hold
4,476
– – 0.14% 34
2024
Q3 		$293K Hold
4,476
– – 0.14% 34
2024
Q2 		$269K Hold
4,476
– – 0.13% 32
2024
Q1 		$278K Hold
4,476
– – 0.14% 31
2023
Q4 		$260K Sell
4,476
-472
-10% -$25.2K 0.14% 35
2023
Q3 		$252K Sell
4,948
-640
-11% -$35.1K 0.15% 34
2023
Q2 		$308K Buy
5,588
+4
+0.1% +$210 0.17% 32
2023
Q1 		$294K Sell
5,584
-308
-5% -$16.4K 0.18% 29
2022
Q4 		$300K Sell
5,892
-12
-0.2% -$611 0.19% 27
2022
Q3 		$277K Sell
5,904
-372
-6% -$19.4K 0.19% 28
2022
Q2 		$309K Sell
6,276
-6,196
-50% -$335K 0.21% 27
2022
Q1 		$742K Sell
12,472
-71,384
-85% -$4.19M 0.47% 20
2021
Q4 		$5.34M Buy
83,856
+228
+0.3% +$14.3K 3.23% 9
2021
Q3 		$5.01M Sell
83,628
-848
-1% -$51.2K 3.25% 9
2021
Q2 		$5.05M Sell
84,476
-2,404
-3% -$139K 3.34% 9
2021
Q1 		$4.85M Buy
86,880
+4,524
+5% +$245K 3.39% 9
2020
Q4 		$4.6M Buy
+82,356
New +$3.99M 3.44% 9

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Weitzel Financial Services's VO Position: Q2 2026 in Review

Weitzel Financial Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,372 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #41.

Weitzel Financial Services first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.34M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Weitzel Financial Services held 4,372 shares of Vanguard Morningstar Mid-Cap ETF worth $351K as of Q2 2026.
  • Weitzel Financial Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Weitzel Financial Services's portfolio in Q2 2026, its #41 holding.
  • Weitzel Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $5.34M in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.