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

Axiom Financial Strategies’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
Q1 		– Sell
-156,824
Closed -$11.4M – 47
2025
Q4 		$11.4M Sell
156,824
-584
-0.4% -$42.5K 4.79% 7
2025
Q3 		$11.6M Sell
157,408
-252,408
-62% -$18.1M 4.97% 5
2025
Q2 		$28.7M Sell
409,816
-9,476
-2% -$622K 15.99% 2
2025
Q1 		$27.1M Buy
419,292
+46,812
+13% +$3.14M 16.07% 2
2024
Q4 		$24.6M Sell
372,480
-20,376
-5% -$1.38M 13.72% 2
2024
Q3 		$25.9M Sell
392,856
-268
-0.1% -$16.8K 13.68% 2
2024
Q2 		$23.8M Buy
393,124
+2,192
+0.6% +$133K 15.46% 1
2024
Q1 		$24.4M Sell
390,932
-6,256
-2% -$370K 15.55% 1
2023
Q4 		$23.1M Sell
397,188
-1,016
-0.3% -$54.3K 14.99% 1
2023
Q3 		$20.7M Sell
398,204
-41,048
-9% -$2.25M 13.91% 1
2023
Q2 		$24.2M Sell
439,252
-68,844
-14% -$3.61M 13.87% 1
2023
Q1 		$26.8M Buy
508,096
+7,604
+2% +$405K 14.9% 1
2022
Q4 		$25.5M Buy
500,492
+4,956
+1% +$252K 16.02% 1
2022
Q3 		$23.3M Buy
495,536
+19,580
+4% +$1.02M 12.38% 1
2022
Q2 		$23.4M Buy
475,956
+20,100
+4% +$1.09M 12.33% 1
2022
Q1 		$24.9M Buy
455,856
+11,668
+3% +$685K 12.54% 1
2021
Q4 		$28.3M Buy
444,188
+114,736
+35% +$7.19M 12.86% 1
2021
Q3 		$19.5M Sell
329,452
-63,540
-16% -$3.84M 9.19% 2
2021
Q2 		$23.3M Sell
392,992
-2,584
-0.7% -$150K 10.75% 3
2021
Q1 		$21.9M Sell
395,576
-117,384
-23% -$6.37M 10.75% 2
2020
Q4 		$22.6M Hold
512,960
– – 13.58% 1
2020
Q3 		$22.6M Sell
512,960
-8,712
-2% -$380K 13.58% 1
2020
Q2 		$21.4M Buy
521,672
+49,392
+10% +$1.89M 13.93% 1
2020
Q1 		$15.5M Buy
+472,280
New +$19.6M 12.56% 1

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Axiom Financial Strategies's VO Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 156,824 shares — an estimated $11.4M sold.

Axiom Financial Strategies first reported a position in VO in Q1 2020 and held it in 24 quarters. The position peaked at $28.7M in Q2 2025. 2,405 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 156,824 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $11.4M.
  • Axiom Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $28.7M in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.