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

ABLE 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 		$268K Hold
3,324
– – 0.04% 193
2026
Q1 		$239K Sell
3,324
-640
-16% -$47.6K 0.05% 186
2025
Q4 		$288K Sell
3,964
-8
-0.2% -$582 0.06% 167
2025
Q3 		$292K Sell
3,972
-72
-2% -$5.17K 0.06% 159
2025
Q2 		$283K Sell
4,044
-3,528
-47% -$232K 0.07% 168
2025
Q1 		$490K Sell
7,572
-920
-11% -$61.7K 0.14% 104
2024
Q4 		$561K Sell
8,492
-32
-0.4% -$2.17K 0.17% 93
2024
Q3 		$562K Buy
8,524
+1,044
+14% +$65.5K 0.17% 93
2024
Q2 		$453K Buy
+7,480
New +$455K 0.16% 99
2023
Q4 		– Sell
-4,220
Closed -$220K – 155
2023
Q3 		$220K Buy
4,220
+532
+14% +$29.2K 0.11% 126
2023
Q2 		$203K Sell
3,688
-9,484
-72% -$497K 0.11% 138
2023
Q1 		$695K Buy
+13,172
New +$701K 0.45% 47

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

ABLE Financial Group's VO Position: Q2 2026 in Review

ABLE Financial Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,324 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #193.

ABLE Financial Group first reported a position in VO in Q1 2023 and has held it in 12 quarters since. The position peaked at $695K in Q1 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • ABLE Financial Group held 3,324 shares of Vanguard Morningstar Mid-Cap ETF worth $268K as of Q2 2026.
  • ABLE Financial Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of ABLE Financial Group's portfolio in Q2 2026, its #193 holding.
  • ABLE Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • ABLE Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $695K in Q1 2023.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.