4Thought Financial Group
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4Thought Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

4Thought Financial 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
Q3 		$11.4M Sell
144,832
-5,654
-4% -$460K 5.29% 3
2026
Q2 		$12.1M Sell
150,486
-16,222
-10% -$1.26M 5.7% 3
2026
Q1 		$12M Sell
166,708
-1,600
-1% -$119K 5.92% 4
2025
Q4 		$12.2M Buy
168,308
+4,816
+3% +$350K 6.05% 3
2025
Q3 		$12M Sell
163,492
-1,320
-0.8% -$94.8K 6.07% 4
2025
Q2 		$11.5M Buy
164,812
+33,056
+25% +$2.17M 6.13% 3
2025
Q1 		$8.52M Sell
131,756
-656
-0.5% -$44K 5.26% 2
2024
Q4 		$8.74M Sell
132,412
-11,844
-8% -$804K 5.43% 4
2024
Q3 		$9.5M Buy
144,256
+196
+0.1% +$12.3K 5.87% 3
2024
Q2 		$8.72M Buy
144,060
+680
+0.5% +$41.3K 5.42% 4
2024
Q1 		$8.96M Buy
143,380
+24,140
+20% +$1.43M 5.89% 3
2023
Q4 		$6.94M Sell
119,240
-21,272
-15% -$1.14M 5.01% 6
2023
Q3 		$7.32M Buy
140,512
+6,224
+5% +$341K 5.88% 3
2023
Q2 		$7.39M Buy
134,288
+11,720
+10% +$614K 5.9% 3
2023
Q1 		$6.46M Buy
122,568
+6,196
+5% +$330K 5.35% 4
2022
Q4 		$5.93M Buy
116,372
+4,328
+4% +$220K 5.34% 4
2022
Q3 		$5.27M Buy
112,044
+2,436
+2% +$127K 5.18% 3
2022
Q2 		$5.4M Buy
109,608
+24,676
+29% +$1.33M 5.07% 4
2022
Q1 		$5.05M Buy
84,932
+68
+0.1% +$3.99K 4.48% 5
2021
Q4 		$5.4M Sell
84,864
-952
-1% -$59.7K 4.37% 4
2021
Q3 		$5.08M Sell
85,816
-6,708
-7% -$405K 4.41% 5
2021
Q2 		$5.49M Sell
92,524
-4,628
-5% -$268K 4.95% 4
2021
Q1 		$5.38M Buy
+97,152
New +$5.27M 5.18% 3

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

4Thought Financial Group's VO Position: Q3 2026 in Review

4Thought Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q3 2026, selling an estimated $460K and leaving 144,832 shares worth $11.4M. The position accounts for 5.29% of the portfolio, ranked #3.

4Thought Financial Group first reported a position in VO in Q1 2021 and has held it in 23 quarters since. The position peaked at $12.2M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • 4Thought Financial Group held 144,832 shares of Vanguard Morningstar Mid-Cap ETF worth $11.4M as of Q3 2026.
  • 4Thought Financial Group sold 5,654 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $460K.
  • Vanguard Morningstar Mid-Cap ETF made up 5.29% of 4Thought Financial Group's portfolio in Q3 2026, its #3 holding.
  • 4Thought Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.