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

Wheelhouse Advisory Group's VO Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $429K and bringing the position to 189,521 shares worth $15.3M. The position accounts for 4.31% of the portfolio, ranked #12.

Wheelhouse Advisory Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

• Wheelhouse Advisory Group held 189,521 shares of Vanguard Morningstar Mid-Cap ETF worth $15.3M as of Q2 2026.
• Wheelhouse Advisory Group bought 5,529 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $429K.
• Vanguard Morningstar Mid-Cap ETF made up 4.31% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #12 holding.
• Wheelhouse Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
• 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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