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

Abich Financial 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
2025
Q3 		$84.6K Buy
+1,152
New +$82.7K 0.03% 257
2024
Q3 		$30.9K Sell
468
-20
-4% -$1.26K 0.07% 124
2024
Q2 		$29.5K Sell
488
-112
-19% -$6.81K 0.02% 198
2024
Q1 		$37.5K Sell
600
-652
-52% -$38.5K 0.03% 172
2023
Q4 		$72.8K Buy
+1,252
New +$66.9K 0.07% 69

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's VO Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025: 1,152 shares worth $84.6K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VO as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VO in Q4 2023 and has held it in 5 quarters since. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Abich Financial Wealth Management held 1,152 shares of Vanguard Morningstar Mid-Cap ETF worth $84.6K as of Q3 2025.
  • Vanguard Morningstar Mid-Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #257 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.