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Wetzel Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wetzel Investment Advisors’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 		$2.16M Sell
26,756
-1,008
-4% -$78.1K 0.75% 28
2026
Q1 		$1.99M Sell
27,764
-128
-0.5% -$9.51K 0.79% 27
2025
Q4 		$2.02M Sell
27,892
-284
-1% -$20.7K 0.82% 27
2025
Q3 		$2.08M Sell
28,176
-160
-0.6% -$11.5K 0.89% 25
2025
Q2 		$1.99M Sell
28,336
-1,980
-7% -$130K 0.91% 26
2025
Q1 		$1.96M Buy
30,316
+3,948
+15% +$265K 0.99% 25
2024
Q4 		$1.74M Buy
26,368
+6,324
+32% +$429K 0.87% 27
2024
Q3 		$1.32M Buy
20,044
+19,212
+2,309% +$1.21M 0.66% 34
2024
Q2 		$52K Buy
832
+8
+1% +$486 0.03% 235
2024
Q1 		$48.4K Buy
824
+16
+2% +$946 0.03% 254
2023
Q4 		$47K Buy
+808
New +$43.2K 0.03% 253

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

Wetzel Investment Advisors's VO Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $78.1K and leaving 26,756 shares worth $2.16M. The position accounts for 0.75% of the portfolio, ranked #28.

Wetzel Investment Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wetzel Investment Advisors held 26,756 shares of Vanguard Morningstar Mid-Cap ETF worth $2.16M as of Q2 2026.
  • Wetzel Investment Advisors sold 1,008 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $78.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.75% of Wetzel Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Wetzel Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.