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

Bedel Financial Consulting’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	$942K	Buy	11,687 +1,347	+13%	+$104K	0.09%	118
2026 Q1	$742K	Sell	10,340 -192	-2%	-$14.3K	0.08%	133
2025 Q4	$764K	Buy	10,532 +2,148	+26%	+$156K	0.08%	126
2025 Q3	$616K	Buy	8,384 +608	+8%	+$43.7K	0.08%	140
2025 Q2	$544K	Buy	7,776 +732	+10%	+$48K	0.07%	147
2025 Q1	$456K	Buy	+7,044	New	+$473K	0.07%	161
2022 Q2	–	Sell	-1,364	Closed	-$81K	–	890
2022 Q1	$81K	Buy	1,364 +1,164	+582%	+$68.3K	0.03%	311
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	651
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	642
2021 Q2	$12K	Buy	+200	New	+$11.6K	﹤0.01%	645
2018 Q4	–	Sell	-1,956	Closed	-$76K	–	717
2018 Q3	$76K	Sell	1,956 -200	-9%	-$8.16K	0.05%	224
2018 Q2	$85K	Sell	2,156 -1,164	-35%	-$45.7K	0.06%	208
2018 Q1	$128K	Buy	+3,320	New	+$131K	0.1%	173

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bedel Financial Consulting's VO Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $104K and bringing the position to 11,687 shares worth $942K. The position accounts for 0.09% of the portfolio, ranked #118.

Bedel Financial Consulting first reported a position in VO in Q1 2018 and has held it in 13 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bedel Financial Consulting held 11,687 shares of Vanguard Morningstar Mid-Cap ETF worth $942K as of Q2 2026.
Bedel Financial Consulting bought 1,347 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $104K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Bedel Financial Consulting's portfolio in Q2 2026, its #118 holding.
Bedel Financial Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 13 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.