WBCM
VO icon

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
Q2 		$4.87M Sell
60,403
-801
-1% -$62.1K 2.86% 7
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

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

Wilson & Boucher Capital Management's VO Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $62.1K and leaving 60,403 shares worth $4.87M. The position accounts for 2.86% of the portfolio, ranked #7.

Wilson & Boucher Capital Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wilson & Boucher Capital Management held 60,403 shares of Vanguard Morningstar Mid-Cap ETF worth $4.87M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 801 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $62.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.86% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #7 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.