Cascade Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cascade Financial Partners’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	$7.64M	Sell	94,784 -36	-0%	-$2.79K	0.66%	35
2026 Q1	$6.81M	Buy	94,820 +1,596	+2%	+$119K	0.7%	30
2025 Q4	$6.76M	Sell	93,224 -5,564	-6%	-$405K	0.69%	27
2025 Q3	$7.25M	Sell	98,788 -1,408	-1%	-$101K	0.83%	24
2025 Q2	$7.01M	Buy	100,196 +2,916	+3%	+$191K	0.84%	24
2025 Q1	$6.29M	Buy	97,280 +1,888	+2%	+$127K	0.79%	24
2024 Q4	$6.3M	Sell	95,392 -912	-0.9%	-$61.9K	0.82%	24
2024 Q3	$6.42M	Sell	96,304 -1,392	-1%	-$87.4K	0.81%	25
2024 Q2	$5.91M	Sell	97,696 -2,072	-2%	-$126K	0.78%	25
2024 Q1	$5.98M	Buy	+99,768	New	+$5.9M	0.86%	24

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

Cascade Financial Partners's VO Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, selling an estimated $2.79K and leaving 94,784 shares worth $7.64M. The position accounts for 0.66% of the portfolio, ranked #35.

Cascade Financial Partners first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cascade Financial Partners held 94,784 shares of Vanguard Morningstar Mid-Cap ETF worth $7.64M as of Q2 2026.
Cascade Financial Partners sold 36 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.79K.
Vanguard Morningstar Mid-Cap ETF made up 0.66% of Cascade Financial Partners's portfolio in Q2 2026, its #35 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.