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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Family Investment Center's VO Position: Q1 2026 in Review

Family Investment Center reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q1 2026, selling an estimated $328K and leaving 104,964 shares worth $7.54M. The position accounts for 1.45% of the portfolio, ranked #16.

Family Investment Center first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.97M in Q4 2023. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Family Investment Center held 104,964 shares of Vanguard Morningstar Mid-Cap ETF worth $7.54M as of Q1 2026.
  • Family Investment Center sold 4,416 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $328K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.45% of Family Investment Center's portfolio in Q1 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 14 quarters since.
  • Family Investment Center's Vanguard Morningstar Mid-Cap ETF position peaked at $8.97M in Q4 2023.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.