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

Fiduciary 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 		$912K Buy
11,321
+5
+0% +$388 0.1% 126
2026
Q1 		$812K Sell
11,316
-16
-0.1% -$1.19K 0.11% 123
2025
Q4 		$822K Buy
11,332
+20
+0.2% +$1.46K 0.12% 118
2025
Q3 		$831K Sell
11,312
-1,396
-11% -$100K 0.13% 104
2025
Q2 		$894K Buy
12,708
+2,008
+19% +$132K 0.16% 84
2025
Q1 		$641K Buy
10,700
+5,512
+106% +$370K 0.14% 102
2024
Q4 		$341K Hold
5,188
– – 0.07% 163
2024
Q3 		$341K Sell
5,188
-72
-1% -$4.52K 0.08% 176
2024
Q2 		$333K Buy
+5,260
New +$320K 0.08% 169

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Fiduciary Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $388 and bringing the position to 11,321 shares worth $912K. The position accounts for 0.1% of the portfolio, ranked #126.

Fiduciary Financial Group first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,324 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fiduciary Financial Group held 11,321 shares of Vanguard Morningstar Mid-Cap ETF worth $912K as of Q2 2026.
  • Fiduciary Financial Group bought 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Fiduciary Financial Group's portfolio in Q2 2026, its #126 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.