4FG
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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
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 		$9.51M 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 		$5.41M 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

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

4Thought Financial Group's VO Position: Q2 2026 in Review

4Thought Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.7% in Q2 2026, selling an estimated $1.26M and leaving 150,486 shares worth $12.1M. The position accounts for 5.7% of the portfolio, ranked #3.

4Thought Financial Group first reported a position in VO in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.2M in Q4 2025. 1,435 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • 4Thought Financial Group held 150,486 shares of Vanguard Morningstar Mid-Cap ETF worth $12.1M as of Q2 2026.
  • 4Thought Financial Group sold 16,222 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.26M.
  • Vanguard Morningstar Mid-Cap ETF made up 5.7% of 4Thought Financial Group's portfolio in Q2 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 22 quarters since.
  • 4Thought Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $12.2M in Q4 2025.
  • 1,435 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.