Wingate Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wingate Wealth 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	$3.67M	Buy	45,552 +9,012	+25%	+$699K	1.62%	16
2026 Q1	$2.62M	Buy	36,540 +2,172	+6%	+$161K	1.4%	18
2025 Q4	$2.49M	Buy	34,368 +4,744	+16%	+$345K	1.39%	18
2025 Q3	$2.18M	Buy	29,624 +4,844	+20%	+$348K	1.51%	20
2025 Q2	$1.73M	Buy	+24,780	New	+$1.63M	1.54%	21
2025 Q1	–	Sell	-572	Closed	-$37.8K	–	438
2024 Q4	$37.8K	Buy	+572	New	+$38.8K	0.04%	245

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

Wingate Wealth Advisors's VO Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 25% in Q2 2026, buying an estimated $699K and bringing the position to 45,552 shares worth $3.67M. The position accounts for 1.62% of the portfolio, ranked #16.

Wingate Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wingate Wealth Advisors held 45,552 shares of Vanguard Morningstar Mid-Cap ETF worth $3.67M as of Q2 2026.
Wingate Wealth Advisors bought 9,012 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $699K.
Vanguard Morningstar Mid-Cap ETF made up 1.62% of Wingate Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Wingate Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.