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

Fiduciary Family Office’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	$2.68M	Buy	33,288 +15,176	+84%	+$1.18M	0.67%	31
2026 Q1	$1.3M	Hold	18,112	–	–	0.37%	56
2025 Q4	$1.31M	Hold	18,112	–	–	0.38%	47
2025 Q3	$1.33M	Sell	18,112 -3,624	-17%	-$260K	0.38%	48
2025 Q2	$1.52M	Buy	21,736 +124	+0.6%	+$8.14K	0.5%	38
2025 Q1	$1.4M	Buy	+21,612	New	+$1.45M	0.46%	42
2024 Q4	–	Sell	-38,040	Closed	-$2.51M	–	249
2024 Q3	$2.51M	Hold	38,040	–	–	0.83%	16
2024 Q2	$2.3M	Hold	38,040	–	–	0.91%	17
2024 Q1	$2.38M	Hold	38,040	–	–	0.93%	17
2023 Q4	$2.21M	Buy	+38,040	New	+$2.03M	0.97%	13

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fiduciary Family Office's VO Position: Q2 2026 in Review

Fiduciary Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 84% in Q2 2026, buying an estimated $1.18M and bringing the position to 33,288 shares worth $2.68M. The position accounts for 0.67% of the portfolio, ranked #31.

Fiduciary Family Office first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fiduciary Family Office held 33,288 shares of Vanguard Morningstar Mid-Cap ETF worth $2.68M as of Q2 2026.
Fiduciary Family Office bought 15,176 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.18M.
Vanguard Morningstar Mid-Cap ETF made up 0.67% of Fiduciary Family Office's portfolio in Q2 2026, its #31 holding.
Fiduciary Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.