ERn Financial LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ERn Financial LLC’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	$2.27M	Sell	28,187 -1,685	-6%	-$131K	0.38%	53
2026 Q1	$2.14M	Sell	29,872 -2,296	-7%	-$171K	0.4%	51
2025 Q4	$2.33M	Sell	32,168 -568	-2%	-$41.3K	0.44%	50
2025 Q3	$2.4M	Sell	32,736 -364	-1%	-$26.1K	0.47%	48
2025 Q2	$2.32M	Sell	33,100 -216	-0.6%	-$14.2K	0.49%	50
2025 Q1	$2.15M	Sell	33,316 -1,740	-5%	-$117K	0.34%	59
2024 Q4	$2.31M	Sell	35,056 -1,024	-3%	-$69.5K	0.35%	60
2024 Q3	$2.38M	Sell	36,080 -1,388	-4%	-$87.1K	0.36%	58
2024 Q2	$2.27M	Sell	37,468 -1,688	-4%	-$103K	0.38%	57
2024 Q1	$2.45M	Sell	39,156 -588	-1%	-$34.7K	0.42%	54
2023 Q4	$2.26M	Sell	39,744 -3,872	-9%	-$207K	0.43%	55
2023 Q3	$2.27M	Sell	43,616 -780	-2%	-$42.8K	0.49%	50
2023 Q2	$2.44M	Sell	44,396 -836	-2%	-$43.8K	0.51%	49
2023 Q1	$2.39M	Sell	45,232 -1,144	-2%	-$60.9K	0.52%	47
2022 Q4	$2.36M	Buy	46,376 +228	+0.5%	+$11.6K	0.54%	46
2022 Q3	$2.17M	Sell	46,148 -4,392	-9%	-$230K	0.55%	48
2022 Q2	$2.49M	Buy	50,540 +6,100	+14%	+$330K	0.61%	42
2022 Q1	$2.64M	Sell	44,440 -104	-0.2%	-$6.1K	0.58%	48
2021 Q4	$2.84M	Sell	44,544 -468	-1%	-$29.3K	0.63%	47
2021 Q3	$2.66M	Buy	45,012 +1,048	+2%	+$63.3K	0.68%	44
2021 Q2	$2.61M	Sell	43,964 -1,756	-4%	-$102K	0.92%	35
2021 Q1	$2.53M	Sell	45,720 -2,392	-5%	-$130K	0.98%	34
2020 Q4	$2.49M	Sell	48,112 -1,912	-4%	-$92.6K	1.02%	34
2020 Q3	$2.2M	Buy	50,024 +3,140	+7%	+$137K	1.03%	29
2020 Q2	$1.92M	Sell	46,884 -21,268	-31%	-$815K	0.97%	28
2020 Q1	$2.24M	Sell	68,152 -6,792	-9%	-$281K	1.48%	22
2019 Q4	$3.34M	Buy	74,944 +62,420	+498%	+$2.68M	1.94%	18
2019 Q3	$525K	Hold	12,524	–	–	0.37%	30
2019 Q2	$523K	Sell	12,524 -148	-1%	-$6.06K	0.39%	30
2019 Q1	$520K	Sell	12,672 -740	-6%	-$28.5K	0.31%	41
2018 Q4	$463K	Buy	+13,412	New	+$504K	0.42%	36

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ERn Financial LLC's VO Position: Q2 2026 in Review

ERn Financial LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, selling an estimated $131K and leaving 28,187 shares worth $2.27M. The position accounts for 0.38% of the portfolio, ranked #53.

ERn Financial LLC first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.34M in Q4 2019. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ERn Financial LLC held 28,187 shares of Vanguard Morningstar Mid-Cap ETF worth $2.27M as of Q2 2026.
ERn Financial LLC sold 1,685 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of ERn Financial LLC's portfolio in Q2 2026, its #53 holding.
ERn Financial LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
ERn Financial LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $3.34M in Q4 2019.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.