Wolff Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wolff Financial 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	$29.6M	Buy	367,145 +1,217	+0.3%	+$94.3K	5.9%	9
2026 Q1	$26.3M	Buy	365,928 +10,168	+3%	+$755K	5.81%	9
2025 Q4	$25.8M	Buy	355,760 +7,988	+2%	+$581K	5.81%	9
2025 Q3	$25.5M	Buy	347,772 +4,536	+1%	+$326K	5.93%	9
2025 Q2	$24M	Buy	343,236 +5,384	+2%	+$353K	6.2%	7
2025 Q1	$21.8M	Buy	337,852 +800	+0.2%	+$53.7K	6.05%	8
2024 Q4	$22.3M	Buy	337,052 +1,036	+0.3%	+$70.3K	6.18%	7
2024 Q3	$22.2M	Buy	+336,016	New	+$21.1M	6.02%	7
2024 Q2	–	Sell	-371,768	Closed	-$23.2M	–	89
2024 Q1	$23.2M	Sell	371,768 -1,536	-0.4%	-$90.8K	6.77%	7
2023 Q4	$21.7M	Buy	373,304 +11,548	+3%	+$617K	6.7%	7
2023 Q3	$18.8M	Buy	+361,756	New	+$19.8M	6.43%	8
2023 Q2	–	Sell	-339,372	Closed	-$17.9M	–	93
2023 Q1	$17.9M	Buy	339,372 +10,564	+3%	+$562K	6.23%	7
2022 Q4	$16.8M	Buy	328,808 +149,340	+83%	+$7.61M	6.2%	6
2022 Q3	$8.43M	Buy	179,468 +3,596	+2%	+$188K	3.85%	7
2022 Q2	$8.66M	Buy	175,872 +1,636	+0.9%	+$88.4K	3.85%	8
2022 Q1	$10.4M	Buy	174,236 +2,220	+1%	+$130K	4.11%	6
2021 Q4	$11M	Buy	+172,016	New	+$10.8M	4.15%	7
2021 Q1	$9.07M	Buy	163,896 +16,880	+11%	+$916K	4.16%	6
2020 Q4	$7.6M	Buy	147,016 +6,588	+5%	+$319K	3.98%	8
2020 Q3	$6.19M	Sell	140,428 -2,652	-2%	-$116K	3.67%	9
2020 Q2	$5.86M	Sell	143,080 -6,276	-4%	-$240K	3.73%	8
2020 Q1	$4.92M	Buy	149,356 +15,340	+11%	+$635K	3.71%	7
2019 Q4	$5.97M	Buy	134,016 +6,680	+5%	+$287K	3.96%	5
2019 Q3	$5.33M	Buy	127,336 +5,752	+5%	+$240K	3.89%	5
2019 Q2	$5.08M	Buy	121,584 +21,456	+21%	+$878K	3.91%	6
2019 Q1	$4.02M	Buy	100,128 +19,648	+24%	+$756K	3.34%	9
2018 Q4	$2.78M	Buy	+80,480	New	+$3.02M	2.7%	11

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

Wolff Financial Management's VO Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.33% in Q2 2026, buying an estimated $94.3K and bringing the position to 367,145 shares worth $29.6M. The position accounts for 5.9% of the portfolio, ranked #9.

Wolff Financial Management first reported a position in VO in Q4 2018 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wolff Financial Management held 367,145 shares of Vanguard Morningstar Mid-Cap ETF worth $29.6M as of Q2 2026.
Wolff Financial Management bought 1,217 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.3K.
Vanguard Morningstar Mid-Cap ETF made up 5.9% of Wolff Financial Management's portfolio in Q2 2026, its #9 holding.
Wolff Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.