Collective Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Collective Family Office’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	$1.07M	Buy	13,268 +120	+0.9%	+$9.3K	0.22%	77
2026 Q1	$944K	Buy	13,148 +144	+1%	+$10.7K	0.21%	76
2025 Q4	$944K	Buy	13,004 +484	+4%	+$35.2K	0.22%	78
2025 Q3	$919K	Sell	12,520 -636	-5%	-$45.7K	0.22%	83
2025 Q2	$920K	Sell	13,156 -336	-2%	-$22.1K	0.24%	81
2025 Q1	$872K	Sell	13,492 -56	-0.4%	-$3.76K	0.24%	77
2024 Q4	$895K	Sell	13,548 -480	-3%	-$32.6K	0.25%	81
2024 Q3	$925K	Sell	14,028 -440	-3%	-$27.6K	0.25%	79
2024 Q2	$876K	Buy	14,468 +2,320	+19%	+$141K	0.26%	83
2024 Q1	$759K	Buy	12,148 +364	+3%	+$21.5K	0.25%	85
2023 Q4	$685K	Hold	11,784	–	–	0.24%	83
2023 Q3	$613K	Hold	11,784	–	–	0.24%	83
2023 Q2	$649K	Buy	11,784 +12	+0.1%	+$629	0.25%	85
2023 Q1	$621K	Buy	11,772 +72	+0.6%	+$3.83K	0.26%	85
2022 Q4	$596K	Sell	11,700 -8,812	-43%	-$449K	0.27%	82
2022 Q3	$964K	Sell	20,512 -940	-4%	-$49.1K	0.48%	55
2022 Q2	$1.06M	Buy	21,452 +6,856	+47%	+$370K	0.46%	62
2022 Q1	$868K	Sell	14,596 -11,412	-44%	-$670K	0.33%	82
2021 Q4	$1.66M	Hold	26,008	–	–	0.65%	44
2021 Q3	$1.54M	Buy	26,008 +6,944	+36%	+$420K	0.66%	41
2021 Q2	$1.13M	Hold	19,064	–	–	0.48%	57
2021 Q1	$1.05M	Sell	19,064 -3,912	-17%	-$212K	0.52%	55
2020 Q4	$1.19M	Buy	+22,976	New	+$1.11M	0.66%	43

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

Collective Family Office's VO Position: Q2 2026 in Review

Collective Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, buying an estimated $9.3K and bringing the position to 13,268 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #77.

Collective Family Office first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Collective Family Office held 13,268 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
Collective Family Office bought 120 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Collective Family Office's portfolio in Q2 2026, its #77 holding.
Collective Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's Vanguard Morningstar Mid-Cap ETF position peaked at $1.66M in Q4 2021.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.