Wernau Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wernau Asset 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	$1.21M	Buy	14,981 +513	+4%	+$39.8K	0.63%	19
2026 Q1	$1.04M	Sell	14,468 -820	-5%	-$60.9K	0.72%	20
2025 Q4	$1.11M	Buy	15,288 +412	+3%	+$30K	0.6%	20
2025 Q3	$1.09M	Hold	14,876	–	–	0.74%	20
2025 Q2	$1.04M	Sell	14,876 -964	-6%	-$63.3K	0.72%	20
2025 Q1	$1.02M	Hold	15,840	–	–	0.8%	21
2024 Q4	$1.05M	Buy	+15,840	New	+$1.08M	0.78%	21

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

Wernau Asset Management's VO Position: Q2 2026 in Review

Wernau Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, buying an estimated $39.8K and bringing the position to 14,981 shares worth $1.21M. The position accounts for 0.63% of the portfolio, ranked #19.

Wernau Asset Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wernau Asset Management held 14,981 shares of Vanguard Morningstar Mid-Cap ETF worth $1.21M as of Q2 2026.
Wernau Asset Management bought 513 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.63% of Wernau Asset Management's portfolio in Q2 2026, its #19 holding.
Wernau Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wernau Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.