SUCCESSION FINANCIAL, INC.’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$237K	Buy	+2,944	New	+$228K	0.23%	42

Other funds holding VO

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s VO Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,944 shares worth $237K. The stake represents 0.23% of the portfolio and ranks #42 among its holdings.

1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 2,944 shares of Vanguard Morningstar Mid-Cap ETF worth $237K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #42 holding.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.