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

Carr 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
Q3 		$636K Buy
8,113
+24
+0.3% +$1.95K 0.14% 98
2026
Q2 		$652K Buy
8,089
+861
+12% +$66.8K 0.15% 94
2026
Q1 		$519K Sell
7,228
-1,732
-19% -$129K 0.14% 98
2025
Q4 		$650K Buy
8,960
+3,548
+66% +$258K 0.17% 87
2025
Q3 		$398K Buy
5,412
+2,040
+60% +$146K 0.11% 118
2025
Q2 		$236K Buy
+3,372
New +$221K 0.07% 167

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Carr Financial Group's VO Position: Q3 2026 in Review

Carr Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.3% in Q3 2026, buying an estimated $1.95K and bringing the position to 8,113 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #98.

Carr Financial Group first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $652K in Q2 2026. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Carr Financial Group held 8,113 shares of Vanguard Morningstar Mid-Cap ETF worth $636K as of Q3 2026.
  • Carr Financial Group bought 24 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.95K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Carr Financial Group's portfolio in Q3 2026, its #98 holding.
  • Carr Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Carr Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $652K in Q2 2026.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.