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CFO4Life Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CFO4Life 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
2025
Q1 		– Sell
-4,916
Closed -$325K – 240
2024
Q4 		$325K Buy
4,916
+120
+3% +$8.15K 0.06% 148
2024
Q3 		$316K Buy
+4,796
New +$301K 0.06% 154

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFO4Life Group's VO Position: Q1 2025 in Review

CFO4Life Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 4,916 shares — an estimated $325K sold.

CFO4Life Group first reported a position in VO in Q3 2024 and held it in 2 quarters. The position peaked at $325K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • CFO4Life Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • CFO4Life Group sold 4,916 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $325K.
  • CFO4Life Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • CFO4Life Group's Vanguard Morningstar Mid-Cap ETF position peaked at $325K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.