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

Blackston Financial Advisory 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 Q1	$6.7M	Buy	93,312 +164	+0.2%	+$12.2K	4.2%	8
2025 Q4	$6.76M	Sell	93,148 -2,688	-3%	-$196K	4.11%	8
2025 Q3	$7.04M	Sell	95,836 -1,332	-1%	-$95.7K	4.18%	8
2025 Q2	$6.8M	Sell	97,168 -4,904	-5%	-$322K	4.25%	8
2025 Q1	$6.6M	Sell	102,072 -5,448	-5%	-$366K	4.48%	8
2024 Q4	$7.1M	Sell	107,520 -504	-0.5%	-$34.2K	3.54%	8
2024 Q3	$7.12M	Buy	+108,024	New	+$6.78M	3.68%	9
2024 Q2	–	Sell	-114,828	Closed	-$7.17M	–	99
2024 Q1	$7.17M	Sell	114,828 -160	-0.1%	-$9.46K	4.76%	9
2023 Q4	$6.69M	Buy	114,988 +172	+0.1%	+$9.19K	4.24%	9
2023 Q3	$5.98M	Buy	114,816 +8,432	+8%	+$462K	4.16%	9
2023 Q2	$5.86M	Sell	106,384 -3,116	-3%	-$163K	4.22%	9
2023 Q1	$5.77M	Sell	109,500 -14,832	-12%	-$789K	4.32%	9
2022 Q4	$6.33M	Sell	124,332 -4,848	-4%	-$247K	4.6%	9
2022 Q3	$6.59M	Sell	129,180 -8,344	-6%	-$436K	4.65%	9
2022 Q2	$6.99M	Buy	137,524 +11,752	+9%	+$635K	4.56%	9
2022 Q1	$7.44M	Buy	125,772 +936	+0.7%	+$54.9K	4.85%	8
2021 Q4	$7.95M	Buy	+124,836	New	+$7.83M	4.6%	8

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Blackston Financial Advisory Group's VO Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q1 2026, buying an estimated $12.2K and bringing the position to 93,312 shares worth $6.7M. The position accounts for 4.2% of the portfolio, ranked #8.

Blackston Financial Advisory Group first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.95M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Blackston Financial Advisory Group held 93,312 shares of Vanguard Morningstar Mid-Cap ETF worth $6.7M as of Q1 2026.
Blackston Financial Advisory Group bought 164 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $12.2K.
Vanguard Morningstar Mid-Cap ETF made up 4.2% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #8 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Blackston Financial Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $7.95M in Q4 2021.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.