Financial Alternatives’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Alternatives’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	$801K	Hold	9,944	–	–	0.39%	39
2026 Q1	$714K	Hold	9,944	–	–	0.38%	37
2025 Q4	$721K	Buy	9,944 +1,504	+18%	+$109K	0.42%	37
2025 Q3	$620K	Hold	8,440	–	–	0.38%	41
2025 Q2	$590K	Hold	8,440	–	–	0.38%	42
2025 Q1	$546K	Hold	8,440	–	–	0.39%	44
2024 Q4	$557K	Hold	8,440	–	–	0.39%	43
2024 Q3	$557K	Hold	8,440	–	–	0.39%	42
2024 Q2	$511K	Hold	8,440	–	–	0.38%	44
2024 Q1	$527K	Hold	8,440	–	–	0.41%	41
2023 Q4	$491K	Sell	8,440 -752	-8%	-$40.2K	0.41%	41
2023 Q3	$479K	Buy	9,192 +752	+9%	+$41.2K	0.44%	39
2023 Q2	$465K	Hold	8,440	–	–	0.42%	40
2023 Q1	$445K	Hold	8,440	–	–	0.43%	41
2022 Q4	$430K	Buy	+8,440	New	+$430K	0.43%	41

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

Financial Alternatives's VO Position: Q2 2026 in Review

Financial Alternatives held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 9,944 shares worth $801K. The position accounts for 0.39% of the portfolio, ranked #39.

Financial Alternatives first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Alternatives held 9,944 shares of Vanguard Morningstar Mid-Cap ETF worth $801K as of Q2 2026.
Financial Alternatives left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of Financial Alternatives's portfolio in Q2 2026, its #39 holding.
Financial Alternatives first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.