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

Welch 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 		$762K Sell
9,454
-422
-4% -$32.7K 0.03% 150
2026
Q1 		$709K Sell
9,876
-1,892
-16% -$141K 0.03% 144
2025
Q4 		$854K Buy
11,768
+8
+0.1% +$582 0.03% 133
2025
Q3 		$864K Buy
11,760
+892
+8% +$64.1K 0.03% 128
2025
Q2 		$760K Buy
10,868
+808
+8% +$53K 0.03% 124
2025
Q1 		$647K Hold
10,060
– – 0.03% 124
2024
Q4 		$664K Buy
10,060
+4
+0% +$272 0.03% 128
2024
Q3 		$663K Sell
10,056
-164
-2% -$10.3K 0.03% 123
2024
Q2 		$619K Buy
10,220
+144
+1% +$8.75K 0.03% 123
2024
Q1 		$630K Sell
10,076
-1,436
-12% -$84.9K 0.03% 113
2023
Q4 		$670K Sell
11,512
-132
-1% -$7.05K 0.04% 103
2023
Q3 		$606K Buy
11,644
+208
+2% +$11.4K 0.04% 97
2023
Q2 		$629K Buy
11,436
+848
+8% +$44.5K 0.04% 92
2023
Q1 		$558K Sell
10,588
-156
-1% -$8.3K 0.03% 104
2022
Q4 		$547K Buy
+10,744
New +$547K 0.03% 111
2022
Q3 		– Sell
-11,560
Closed -$569K – 206
2022
Q2 		$569K Buy
11,560
+308
+3% +$16.6K 0.03% 96
2022
Q1 		$669K Buy
11,252
+92
+0.8% +$5.4K 0.04% 97
2021
Q4 		$711K Buy
+11,160
New +$700K 0.04% 98

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

Welch Group's VO Position: Q2 2026 in Review

Welch Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $32.7K and leaving 9,454 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #150.

Welch Group first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $864K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Welch Group held 9,454 shares of Vanguard Morningstar Mid-Cap ETF worth $762K as of Q2 2026.
  • Welch Group sold 422 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #150 holding.
  • Welch Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Welch Group's Vanguard Morningstar Mid-Cap ETF position peaked at $864K in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.