EnRich Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

EnRich Financial Partners’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	$18.7M	Buy	231,644 +6,176	+3%	+$479K	4.43%	9
2026 Q1	$16.2M	Buy	225,468 +5,804	+3%	+$431K	4.29%	10
2025 Q4	$15.9M	Buy	219,664 +7,876	+4%	+$573K	4.34%	10
2025 Q3	$15.6M	Buy	211,788 +3,696	+2%	+$265K	4.43%	9
2025 Q2	$14.6M	Buy	208,092 +3,684	+2%	+$242K	4.47%	9
2025 Q1	$13.2M	Buy	204,408 +23,392	+13%	+$1.57M	4.44%	9
2024 Q4	$12M	Buy	181,016 +6,424	+4%	+$436K	3.98%	9
2024 Q3	$11.5M	Buy	174,592 +9,632	+6%	+$605K	3.85%	10
2024 Q2	$9.98M	Buy	164,960 +11,016	+7%	+$669K	3.66%	10
2024 Q1	$9.62M	Buy	153,944 +20,968	+16%	+$1.24M	3.6%	10
2023 Q4	$7.73M	Buy	+132,976	New	+$7.1M	3.23%	11

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 22.9% 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

EnRich Financial Partners's VO Position: Q2 2026 in Review

EnRich Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, buying an estimated $479K and bringing the position to 231,644 shares worth $18.7M. The position accounts for 4.43% of the portfolio, ranked #9.

EnRich Financial Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

EnRich Financial Partners held 231,644 shares of Vanguard Morningstar Mid-Cap ETF worth $18.7M as of Q2 2026.
EnRich Financial Partners bought 6,176 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $479K.
Vanguard Morningstar Mid-Cap ETF made up 4.43% of EnRich Financial Partners's portfolio in Q2 2026, its #9 holding.
EnRich Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.