Wolff Wiese Magana’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wolff Wiese Magana’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	$7.41K	Hold	92	–	–	﹤0.01%	556
2026 Q1	$6.61K	Hold	92	–	–	﹤0.01%	544
2025 Q4	$6.68K	Hold	92	–	–	﹤0.01%	524
2025 Q3	$6.76K	Hold	92	–	–	﹤0.01%	529
2025 Q2	$6.44K	Hold	92	–	–	﹤0.01%	511
2025 Q1	$5.95K	Hold	92	–	–	﹤0.01%	510
2024 Q4	$6.08K	Hold	92	–	–	﹤0.01%	510
2024 Q3	$6.07K	Hold	92	–	–	﹤0.01%	535
2024 Q2	$5.57K	Hold	92	–	–	﹤0.01%	413
2024 Q1	$5.75K	Hold	92	–	–	0.01%	373
2023 Q4	$5.35K	Buy	+92	New	+$4.92K	0.01%	370
2021 Q2	–	Sell	-48	Closed	-$3K	–	890
2021 Q1	$3K	Buy	+48	New	+$2.6K	﹤0.01%	656

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 22.9% 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 Wiese Magana's VO Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 92 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Wolff Wiese Magana first reported a position in VO in Q1 2021 and has held it in 12 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wolff Wiese Magana held 92 shares of Vanguard Morningstar Mid-Cap ETF worth $7.41K as of Q2 2026.
Wolff Wiese Magana left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #556 holding.
Wolff Wiese Magana first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 12 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.