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

Ehrlich Financial 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	-18,776	Closed	-$1.35M	–	127
2026 Q1	$1.35M	Sell	18,776 -80	-0.4%	-$5.94K	0.77%	37
2025 Q4	$1.37M	Buy	18,856 +13,036	+224%	+$948K	0.78%	34
2025 Q3	$427K	Sell	5,820 -192	-3%	-$13.8K	0.25%	73
2025 Q2	$421K	Sell	6,012 -2,260	-27%	-$148K	0.27%	71
2025 Q1	$535K	Hold	8,272	–	–	0.39%	55
2024 Q4	$546K	Sell	8,272 -232	-3%	-$15.8K	0.39%	52
2024 Q3	$561K	Hold	8,504	–	–	0.4%	51
2024 Q2	$515K	Sell	8,504 -144	-2%	-$8.75K	0.41%	49
2024 Q1	$540K	Sell	8,648 -2,092	-19%	-$124K	0.45%	52
2023 Q4	$625K	Buy	+10,740	New	+$574K	0.63%	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

Ehrlich Financial Group's VO Position: Q2 2026 in Review

Ehrlich Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 18,776 shares — an estimated $1.35M sold.

Ehrlich Financial Group first reported a position in VO in Q4 2023 and held it in 10 quarters. The position peaked at $1.37M in Q4 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ehrlich Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Ehrlich Financial Group sold 18,776 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.35M.
Ehrlich Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
Ehrlich Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.37M in Q4 2025.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.