FIC
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Family Investment Center’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Family Investment Center’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 		$8.35M Sell
103,618
-1,346
-1% -$104K 1.39% 16
2026
Q1 		$7.54M Sell
104,964
-4,416
-4% -$328K 1.45% 16
2025
Q4 		$7.94M Sell
109,380
-1,212
-1% -$88.2K 1.6% 16
2025
Q3 		$8.12M Sell
110,592
-2,416
-2% -$174K 1.69% 16
2025
Q2 		$7.91M Sell
113,008
-4,616
-4% -$303K 1.79% 16
2025
Q1 		$7.61M Sell
117,624
-3,444
-3% -$231K 1.86% 16
2024
Q4 		$7.99M Sell
121,068
-1,968
-2% -$134K 2.03% 17
2024
Q3 		$8.12M Sell
123,036
-3,384
-3% -$212K 2.04% 18
2024
Q2 		$7.65M Sell
126,420
-4,164
-3% -$253K 2.28% 17
2024
Q1 		$8.16M Sell
130,584
-23,584
-15% -$1.39M 2.63% 13
2023
Q4 		$8.97M Buy
154,168
+900
+0.6% +$48.1K 4.51% 5
2023
Q3 		$7.98M Buy
153,268
+428
+0.3% +$23.5K 4.82% 5
2023
Q2 		$8.41M Buy
152,840
+8,732
+6% +$458K 5.38% 5
2023
Q1 		$7.6M Buy
144,108
+22,080
+18% +$1.17M 5.22% 5
2022
Q4 		$6.22M Buy
+122,028
New +$6.22M 4.53% 6

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Family Investment Center's VO Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $104K and leaving 103,618 shares worth $8.35M. The position accounts for 1.39% of the portfolio, ranked #16.

Family Investment Center first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.97M in Q4 2023. 1,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Family Investment Center held 103,618 shares of Vanguard Morningstar Mid-Cap ETF worth $8.35M as of Q2 2026.
  • Family Investment Center sold 1,346 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.39% of Family Investment Center's portfolio in Q2 2026, its #16 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Vanguard Morningstar Mid-Cap ETF position peaked at $8.97M in Q4 2023.
  • 1,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.