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

Cynosure 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
2026 Q2	–	Sell	-5,332	Closed	-$383K	–	258
2026 Q1	$383K	Hold	5,332	–	–	0.05%	159
2025 Q4	$387K	Buy	5,332 +4	+0.1%	+$291	0.04%	375
2025 Q3	$391K	Buy	5,328 +2,384	+81%	+$171K	0.04%	287
2025 Q2	$206K	Buy	+2,944	New	+$193K	0.02%	376
2024 Q4	–	Sell	-7,680	Closed	-$506K	–	387
2024 Q3	$506K	Buy	+7,680	New	+$482K	0.07%	153

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

Cynosure Group's VO Position: Q2 2026 in Review

Cynosure Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,332 shares — an estimated $383K sold.

Cynosure Group first reported a position in VO in Q3 2024 and held it in 5 quarters. The position peaked at $506K in Q3 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cynosure Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 5,332 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $383K.
Cynosure Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 5 quarters.
Cynosure Group's Vanguard Morningstar Mid-Cap ETF position peaked at $506K in Q3 2024.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.