Western Wealth Management
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Western Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Western Wealth 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 		$2.88M Buy
35,716
+428
+1% +$33.2K 0.09% 224
2026
Q1 		$1.2M Buy
35,288
+12,808
+57% +$952K 0.05% 392
2025
Q4 		$1.63M Buy
22,480
+5,100
+29% +$371K 0.08% 255
2025
Q3 		$1.28M Sell
17,380
-368
-2% -$26.4K 0.07% 255
2025
Q2 		$1.24M Buy
17,748
+224
+1% +$14.7K 0.07% 237
2025
Q1 		$1.13M Sell
17,524
-13,000
-43% -$872K 0.08% 232
2024
Q4 		$2.02M Sell
30,524
-900
-3% -$61.1K 0.11% 192
2024
Q3 		$2.07M Buy
31,424
+5,416
+21% +$340K 0.12% 182
2024
Q2 		$1.57M Buy
26,008
+5,696
+28% +$346K 0.12% 159
2024
Q1 		$1.27M Sell
20,312
-6,192
-23% -$366K 0.1% 188
2023
Q4 		$1.54M Buy
26,504
+4,412
+20% +$236K 0.11% 192
2023
Q3 		$1.15M Buy
22,092
+400
+2% +$21.9K 0.1% 220
2023
Q2 		$1.19M Sell
21,692
-816
-4% -$42.8K 0.1% 207
2023
Q1 		$1.19M Sell
22,508
-256
-1% -$13.6K 0.11% 199
2022
Q4 		$1.16M Sell
22,764
-12,192
-35% -$621K 0.12% 194
2022
Q3 		$1.67M Buy
34,956
+11,772
+51% +$615K 0.1% 210
2022
Q2 		$1.15M Buy
23,184
+488
+2% +$26.4K 0.07% 277
2022
Q1 		$1.35M Buy
22,696
+12,204
+116% +$716K 0.07% 277
2021
Q4 		$672K Buy
+10,492
New +$658K 0.07% 273
2021
Q2 		$497K Buy
8,404
+4,340
+107% +$252K 0.05% 360
2021
Q1 		$225K Hold
4,064
– – 0.03% 474
2020
Q4 		$210K Sell
4,064
-2,080
-34% -$101K 0.03% 437
2020
Q3 		$271K Buy
6,144
+112
+2% +$4.88K 0.04% 353
2020
Q2 		$248K Buy
+6,032
New +$231K 0.05% 349
2019
Q4 		– Sell
-5,232
Closed -$219K – 424
2019
Q3 		$219K Sell
5,232
-200
-4% -$8.36K 0.05% 357
2019
Q2 		$226K Buy
+5,432
New +$222K 0.03% 363

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 22.9% 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

Western Wealth Management's VO Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $33.2K and bringing the position to 35,716 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #224.

Western Wealth Management first reported a position in VO in Q2 2019 and has held it in 26 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Western Wealth Management held 35,716 shares of Vanguard Morningstar Mid-Cap ETF worth $2.88M as of Q2 2026.
  • Western Wealth Management bought 428 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Western Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 26 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.