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BFSG LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BFSG LLC’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 		$596K Buy
7,398
+1,826
+33% +$142K 0.05% 192
2026
Q1 		$400K Buy
5,572
+340
+6% +$25.3K 0.04% 202
2025
Q4 		$380K Sell
5,232
-696
-12% -$50.6K 0.04% 206
2025
Q3 		$435K Buy
5,928
+1,336
+29% +$95.9K 0.04% 207
2025
Q2 		$321K Buy
4,592
+200
+5% +$13.1K 0.04% 210
2025
Q1 		$284K Buy
4,392
+2,296
+110% +$154K 0.03% 202
2024
Q4 		$138K Sell
2,096
-20
-0.9% -$1.36K 0.02% 279
2024
Q3 		$140K Sell
2,116
-24
-1% -$1.51K 0.02% 287
2024
Q2 		$130K Sell
2,140
-4
-0.2% -$243 0.02% 279
2024
Q1 		$134K Sell
2,144
-732
-25% -$43.3K 0.02% 280
2023
Q4 		$167K Buy
+2,876
New +$154K 0.02% 257

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

BFSG LLC's VO Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 33% in Q2 2026, buying an estimated $142K and bringing the position to 7,398 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #192.

BFSG LLC first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BFSG LLC held 7,398 shares of Vanguard Morningstar Mid-Cap ETF worth $596K as of Q2 2026.
  • BFSG LLC bought 1,826 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of BFSG LLC's portfolio in Q2 2026, its #192 holding.
  • BFSG LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.