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

Ethos 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 		$12M Buy
149,533
+7,233
+5% +$561K 0.81% 25
2026
Q1 		$10M Buy
142,300
+15,096
+12% +$1.12M 0.73% 33
2025
Q4 		$9.23M Sell
127,204
-6,696
-5% -$487K 0.68% 39
2025
Q3 		$9.83M Sell
133,900
-9,740
-7% -$699K 0.77% 34
2025
Q2 		$10M Buy
143,640
+7,292
+5% +$479K 0.86% 28
2025
Q1 		$8.82M Buy
136,348
+3,572
+3% +$240K 0.84% 31
2024
Q4 		$8.77M Buy
132,776
+129,280
+3,698% +$8.78M 1.14% 26
2024
Q3 		$231K Buy
+3,496
New +$220K 0.04% 246

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Ethos Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, buying an estimated $561K and bringing the position to 149,533 shares worth $12M. The position accounts for 0.81% of the portfolio, ranked #25.

Ethos Financial Group first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ethos Financial Group held 149,533 shares of Vanguard Morningstar Mid-Cap ETF worth $12M as of Q2 2026.
  • Ethos Financial Group bought 7,233 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $561K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.81% of Ethos Financial Group's portfolio in Q2 2026, its #25 holding.
  • Ethos Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.