Yarger Wealth Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Yarger Wealth Strategies’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	$2.08M	Sell	25,701 -115	-0.4%	-$8.92K	0.75%	38
2026 Q1	$1.85M	Sell	25,816 -448	-2%	-$33.3K	0.75%	35
2025 Q4	$1.91M	Buy	26,264 +260	+1%	+$18.9K	0.82%	31
2025 Q3	$1.91M	Sell	26,004 -640	-2%	-$46K	0.88%	31
2025 Q2	$1.86M	Sell	26,644 -1,748	-6%	-$115K	0.97%	28
2025 Q1	$1.84M	Buy	28,392 +124	+0.4%	+$8.32K	1.07%	28
2024 Q4	$1.87M	Sell	28,268 -128	-0.5%	-$8.69K	1.08%	27
2024 Q3	$1.87M	Buy	28,396 +356	+1%	+$22.4K	1.04%	27
2024 Q2	$1.7M	Hold	28,040	–	–	1.02%	27
2024 Q1	$1.75M	Sell	28,040 -37,284	-57%	-$2.2M	1.19%	26
2023 Q4	$3.8M	Buy	65,324 +1,796	+3%	+$96K	3.07%	14
2023 Q3	$3.31M	Buy	63,528 +512	+0.8%	+$28.1K	2.81%	12
2023 Q2	$3.47M	Buy	63,016 +5,236	+9%	+$274K	3.12%	10
2023 Q1	$3.05M	Buy	57,780 +4,052	+8%	+$216K	3.34%	12
2022 Q4	$2.74M	Sell	53,728 -5,572	-9%	-$284K	3.39%	11
2022 Q3	$2.79M	Sell	59,300 -35,408	-37%	-$1.85M	3.7%	11
2022 Q2	$4.8M	Buy	94,708 +43,776	+86%	+$2.37M	6.19%	5
2022 Q1	$3.03M	Sell	50,932 -2,984	-6%	-$175K	3.95%	9
2021 Q4	$3.43M	Buy	+53,916	New	+$3.38M	3.7%	12

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

Yarger Wealth Strategies's VO Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.45% in Q2 2026, selling an estimated $8.92K and leaving 25,701 shares worth $2.08M. The position accounts for 0.75% of the portfolio, ranked #38.

Yarger Wealth Strategies first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.8M in Q2 2022. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Yarger Wealth Strategies held 25,701 shares of Vanguard Morningstar Mid-Cap ETF worth $2.08M as of Q2 2026.
Yarger Wealth Strategies sold 115 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.92K.
Vanguard Morningstar Mid-Cap ETF made up 0.75% of Yarger Wealth Strategies's portfolio in Q2 2026, its #38 holding.
Yarger Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Yarger Wealth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $4.8M in Q2 2022.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.