Wick Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wick Capital Partners’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	–	Sell	-5,924	Closed	-$425K	–	293
2026 Q1	$425K	Buy	5,924 +788	+15%	+$58.5K	0.08%	111
2025 Q4	$373K	Hold	5,136	–	–	0.07%	121
2025 Q3	$377K	Buy	+5,136	New	+$369K	0.09%	88
2025 Q2	–	Sell	-4,536	Closed	-$293K	–	115
2025 Q1	$293K	Buy	+4,536	New	+$304K	0.09%	81
2024 Q1	–	Sell	-4,536	Closed	-$264K	–	65
2023 Q4	$264K	Hold	4,536	–	–	0.11%	56
2023 Q3	$236K	Buy	+4,536	New	+$249K	0.13%	59
2023 Q2	–	Sell	-4,120	Closed	-$217K	–	66
2023 Q1	$217K	Buy	+4,120	New	+$219K	0.12%	61

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

Wick Capital Partners's VO Position: Q2 2026 in Review

Wick Capital Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,924 shares — an estimated $425K sold.

Wick Capital Partners first reported a position in VO in Q1 2023 and held it in 7 quarters. The position peaked at $425K in Q1 2026. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wick Capital Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Wick Capital Partners sold 5,924 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $425K.
Wick Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and held it in 7 quarters.
Wick Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $425K in Q1 2026.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.