Wilson & Boucher Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wilson & Boucher Capital 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 Q1	$4.39M	Sell	61,204 -700	-1%	-$52K	2.91%	6
2025 Q4	$4.49M	Sell	61,904 -1,300	-2%	-$94.6K	2.95%	6
2025 Q3	$4.64M	Sell	63,204 -400	-0.6%	-$28.7K	3.05%	5
2025 Q2	$4.45M	Sell	63,604 -720	-1%	-$47.3K	3.1%	5
2025 Q1	$4.16M	Buy	64,324 +700	+1%	+$47K	3.1%	5
2024 Q4	$4.2M	Buy	63,624 +1,960	+3%	+$133K	2.98%	6
2024 Q3	$4.07M	Buy	61,664 +2,800	+5%	+$176K	2.8%	6
2024 Q2	$3.56M	Buy	58,864 +800	+1%	+$48.6K	2.73%	7
2024 Q1	$3.63M	Buy	58,064 +360	+0.6%	+$21.3K	2.86%	7
2023 Q4	$3.36M	Buy	57,704 +2,000	+4%	+$107K	2.83%	6
2023 Q3	$2.9M	Sell	55,704 -400	-0.7%	-$21.9K	2.76%	6
2023 Q2	$3.09M	Buy	56,104 +440	+0.8%	+$23.1K	2.78%	6
2023 Q1	$2.94M	Buy	55,664 +2,920	+6%	+$155K	2.82%	6
2022 Q4	$2.69M	Buy	52,744 +204	+0.4%	+$10.4K	2.76%	6
2022 Q3	$2.47M	Buy	52,540 +124	+0.2%	+$6.48K	2.87%	6
2022 Q2	$2.58M	Sell	52,416 -76	-0.1%	-$4.11K	2.83%	6
2022 Q1	$3.12M	Buy	52,492 +1,764	+3%	+$103K	2.83%	5
2021 Q4	$3.23M	Buy	+50,728	New	+$3.18M	2.91%	5

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wilson & Boucher Capital Management's VO Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q1 2026, selling an estimated $52K and leaving 61,204 shares worth $4.39M. The position accounts for 2.91% of the portfolio, ranked #6.

Wilson & Boucher Capital Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.64M in Q3 2025. 2,390 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Wilson & Boucher Capital Management held 61,204 shares of Vanguard Morningstar Mid-Cap ETF worth $4.39M as of Q1 2026.
Wilson & Boucher Capital Management sold 700 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $52K.
Vanguard Morningstar Mid-Cap ETF made up 2.91% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #6 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.64M in Q3 2025.
2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.