626 Financial
VO icon

626 Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

626 Financial’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 		$962K Buy
12,263
+471
+4% +$38.3K 0.37% 45
2026
Q2 		$950K Buy
+11,792
New +$914K 0.37% 47
2026
Q1 		– Sell
-2,784
Closed -$202K – 127
2025
Q4 		$202K Buy
+2,784
New +$203K 0.09% 118

Other funds holding VO

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

626 Financial's VO Position: Q3 2026 in Review

626 Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q3 2026, buying an estimated $38.3K and bringing the position to 12,263 shares worth $962K. The position accounts for 0.37% of the portfolio, ranked #45.

626 Financial first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,660 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • 626 Financial held 12,263 shares of Vanguard Morningstar Mid-Cap ETF worth $962K as of Q3 2026.
  • 626 Financial bought 471 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $38.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of 626 Financial's portfolio in Q3 2026, its #45 holding.
  • 626 Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on 626 Financial's 13F filing for Q3 2026, filed 4 Nov 2026.