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

Fiduciary 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	$276K	Sell	3,427 -85	-2%	-$6.59K	0.02%	274
2026 Q1	$252K	Hold	3,512	–	–	0.02%	275
2025 Q4	$255K	Sell	3,512 -1,032	-23%	-$75.1K	0.02%	269
2025 Q3	$334K	Buy	+4,544	New	+$326K	0.03%	242
2015 Q4	–	Sell	-53,720	Closed	-$1.57M	–	189
2015 Q3	$1.57M	Sell	53,720 -25,116	-32%	-$783K	0.52%	61
2015 Q2	$2.51M	Buy	+78,836	New	+$2.56M	0.79%	43

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 Group's VO Position: Q2 2026 in Review

Fiduciary Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, selling an estimated $6.59K and leaving 3,427 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #274.

Fiduciary Group first reported a position in VO in Q2 2015 and has held it in 6 quarters since. The position peaked at $2.51M in Q2 2015. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fiduciary Group held 3,427 shares of Vanguard Morningstar Mid-Cap ETF worth $276K as of Q2 2026.
Fiduciary Group sold 85 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.59K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #274 holding.
Fiduciary Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and has held it in 6 quarters since.
Fiduciary Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.51M in Q2 2015.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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