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

Catalyst 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	$888K	Hold	11,020	–	–	0.09%	135
2026 Q1	$791K	Buy	11,020 +4,336	+65%	+$322K	0.09%	130
2025 Q4	$485K	Sell	6,684 -40	-0.6%	-$2.91K	0.05%	181
2025 Q3	$494K	Hold	6,724	–	–	0.06%	173
2025 Q2	$470K	Buy	+6,724	New	+$441K	0.05%	173
2023 Q2	–	Sell	-5,512	Closed	-$291K	–	206
2023 Q1	$291K	Sell	5,512 -12,800	-70%	-$681K	0.12%	127
2022 Q4	$933K	Buy	+18,312	New	+$933K	0.48%	33

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

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

Catalyst Financial Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 11,020 shares worth $888K. The position accounts for 0.09% of the portfolio, ranked #135.

Catalyst Financial Partners first reported a position in VO in Q4 2022 and has held it in 7 quarters since. The position peaked at $933K in Q4 2022. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Catalyst Financial Partners held 11,020 shares of Vanguard Morningstar Mid-Cap ETF worth $888K as of Q2 2026.
Catalyst Financial Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #135 holding.
Catalyst Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
Catalyst Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $933K in Q4 2022.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.