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

Bouchey Financial 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
Q2 		$38.2M Buy
473,770
+1,322
+0.3% +$102K 2.47% 14
2026
Q1 		$35.2M Buy
472,448
+6,988
+2% +$519K 2.58% 12
2025
Q4 		$33.8M Buy
465,460
+11,156
+2% +$812K 2.53% 12
2025
Q3 		$33.4M Buy
454,304
+4,108
+0.9% +$295K 2.57% 9
2025
Q2 		$31.5M Buy
450,196
+1,540
+0.3% +$101K 2.62% 9
2025
Q1 		$29M Buy
448,656
+1,780
+0.4% +$119K 2.62% 9
2024
Q4 		$29.5M Buy
446,876
+34,272
+8% +$2.33M 2.58% 8
2024
Q3 		$27.2M Buy
412,604
+21,144
+5% +$1.33M 2.43% 10
2024
Q2 		$23.7M Sell
391,460
-50,196
-11% -$3.05M 2.25% 11
2024
Q1 		$27.6M Buy
441,656
+13,960
+3% +$825K 2.71% 11
2023
Q4 		$24.9M Buy
+427,696
New +$22.9M 2.66% 11

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

Bouchey Financial Group's VO Position: Q2 2026 in Review

Bouchey Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $102K and bringing the position to 473,770 shares worth $38.2M. The position accounts for 2.47% of the portfolio, ranked #14.

Bouchey Financial Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bouchey Financial Group held 473,770 shares of Vanguard Morningstar Mid-Cap ETF worth $38.2M as of Q2 2026.
  • Bouchey Financial Group bought 1,322 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.47% of Bouchey Financial Group's portfolio in Q2 2026, its #14 holding.
  • Bouchey Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.