Blom & Howell Financial Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Blom & Howell Financial Planning’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	$542K	Sell	6,722 -2,486	-27%	-$193K	0.45%	33
2026 Q1	$661K	Sell	9,208 -5,004	-35%	-$372K	0.65%	27
2025 Q4	$1.03M	Buy	+14,212	New	+$1.03M	1.02%	19

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

Blom & Howell Financial Planning's VO Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, selling an estimated $193K and leaving 6,722 shares worth $542K. The position accounts for 0.45% of the portfolio, ranked #33.

Blom & Howell Financial Planning first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Blom & Howell Financial Planning held 6,722 shares of Vanguard Morningstar Mid-Cap ETF worth $542K as of Q2 2026.
Blom & Howell Financial Planning sold 2,486 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #33 holding.
Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Blom & Howell Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $1.03M in Q4 2025.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.