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Wiregrass Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wiregrass Investment 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 		$958K Sell
11,894
-250
-2% -$19.4K 0.65% 47
2026
Q1 		$872K Hold
12,144
– – 0.72% 48
2025
Q4 		$881K Buy
+12,144
New +$883K 0.74% 41

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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 22.96% 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

Wiregrass Investment Management's VO Position: Q2 2026 in Review

Wiregrass Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $19.4K and leaving 11,894 shares worth $958K. The position accounts for 0.65% of the portfolio, ranked #47.

Wiregrass Investment Management first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wiregrass Investment Management held 11,894 shares of Vanguard Morningstar Mid-Cap ETF worth $958K as of Q2 2026.
  • Wiregrass Investment Management sold 250 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.65% of Wiregrass Investment Management's portfolio in Q2 2026, its #47 holding.
  • Wiregrass Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wiregrass Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.