Yukon Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Yukon Wealth 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	$2.99M	Buy	37,129 +22,581	+155%	+$1.75M	0.86%	27
2026 Q1	$1.04M	Buy	14,548 +144	+1%	+$10.7K	0.62%	36
2025 Q4	$1.07M	Sell	14,404 -5,696	-28%	-$414K	0.62%	36
2025 Q3	$1.48M	Buy	20,100 +80	+0.4%	+$5.75K	0.48%	40
2025 Q2	$1.4M	Sell	20,020 -9,548	-32%	-$627K	0.5%	42
2025 Q1	$1.91M	Buy	+29,568	New	+$1.98M	0.79%	32

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

Yukon Wealth Management's VO Position: Q2 2026 in Review

Yukon Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 155% in Q2 2026, buying an estimated $1.75M and bringing the position to 37,129 shares worth $2.99M. The position accounts for 0.86% of the portfolio, ranked #27.

Yukon Wealth Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Yukon Wealth Management held 37,129 shares of Vanguard Morningstar Mid-Cap ETF worth $2.99M as of Q2 2026.
Yukon Wealth Management bought 22,581 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.75M.
Vanguard Morningstar Mid-Cap ETF made up 0.86% of Yukon Wealth Management's portfolio in Q2 2026, its #27 holding.
Yukon Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.