Woodard & Company Asset Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Woodard & Company Asset Management Group’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	$62.8K	Hold	780	–	–	0.01%	133
2026 Q1	$56K	Hold	780	–	–	0.01%	136
2025 Q4	$56.6K	Buy	780 +380	+95%	+$27.6K	0.01%	134
2025 Q3	$29.4K	Hold	400	–	–	﹤0.01%	131
2025 Q2	$28K	Buy	400 +360	+900%	+$23.6K	0.01%	123
2025 Q1	$2.59K	Hold	40	–	–	﹤0.01%	138
2024 Q4	$2.64K	Hold	40	–	–	﹤0.01%	125
2024 Q3	$2.64K	Buy	+40	New	+$2.51K	﹤0.01%	117
2023 Q1	–	Sell	-800	Closed	-$40.8K	–	106
2022 Q4	$40.8K	Buy	+800	New	+$40.8K	0.01%	85
2022 Q3	–	Sell	-32	Closed	-$2K	–	109
2022 Q2	$2K	Buy	+32	New	+$1.73K	﹤0.01%	105
2020 Q3	–	Sell	-2,500	Closed	-$102K	–	97
2020 Q2	$102K	Sell	2,500 -120	-5%	-$4.6K	0.07%	68
2020 Q1	$86K	Buy	2,620 +120	+5%	+$4.97K	0.06%	63
2019 Q4	$111K	Buy	+2,500	New	+$107K	0.07%	64

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

Woodard & Company Asset Management Group's VO Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 780 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #133.

Woodard & Company Asset Management Group first reported a position in VO in Q4 2019 and has held it in 13 quarters since. The position peaked at $111K in Q4 2019. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Woodard & Company Asset Management Group held 780 shares of Vanguard Morningstar Mid-Cap ETF worth $62.8K as of Q2 2026.
Woodard & Company Asset Management Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #133 holding.
Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 13 quarters since.
Woodard & Company Asset Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $111K in Q4 2019.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.