Family CFO’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Family CFO’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 Q1	–	Sell	-1,876	Closed	-$136K	–	86
2025 Q4	$136K	Buy	+1,876	New	+$136K	0.06%	45
2025 Q3	–	Sell	-1,876	Closed	-$131K	–	83
2025 Q2	$131K	Hold	1,876	–	–	0.07%	44
2025 Q1	$121K	Hold	1,876	–	–	0.07%	41
2024 Q4	$124K	Buy	1,876 +744	+66%	+$50.5K	0.07%	40
2024 Q3	$74.7K	Hold	1,132	–	–	0.04%	46
2024 Q2	$68.5K	Hold	1,132	–	–	0.04%	41
2024 Q1	$70.7K	Hold	1,132	–	–	0.04%	41
2023 Q4	$65.8K	Hold	1,132	–	–	0.04%	40
2023 Q3	$58.9K	Hold	1,132	–	–	0.04%	40
2023 Q2	$62.3K	Hold	1,132	–	–	0.04%	40
2023 Q1	$59.7K	Hold	1,132	–	–	0.05%	39
2022 Q4	$57.7K	Buy	1,132 +268	+31%	+$13.7K	0.05%	38
2022 Q3	$40.6K	Hold	864	–	–	0.04%	37
2022 Q2	$42.5K	Hold	864	–	–	0.05%	39
2022 Q1	$51K	Hold	864	–	–	0.05%	39
2021 Q4	$55K	Buy	+864	New	+$54.2K	0.05%	38

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Family CFO's VO Position: Q1 2026 in Review

Family CFO sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 1,876 shares — an estimated $136K sold.

Family CFO first reported a position in VO in Q4 2021 and held it in 16 quarters. The position peaked at $136K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Family CFO reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Family CFO sold 1,876 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $136K.
Family CFO first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
Family CFO's Vanguard Morningstar Mid-Cap ETF position peaked at $136K in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.