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

Financial Connections 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 Q1	$54K	Hold	764	–	–	0.02%	106
2025 Q4	$55K	Sell	764 -56	-7%	-$4.07K	0.02%	108
2025 Q3	$60K	Hold	820	–	–	0.02%	101
2025 Q2	$57K	Hold	820	–	–	0.02%	100
2025 Q1	$53K	Hold	820	–	–	0.02%	98
2024 Q4	$54K	Hold	820	–	–	0.03%	91
2024 Q3	$54K	Hold	820	–	–	0.03%	89
2024 Q2	$49K	Buy	+820	New	+$49.8K	0.03%	100
2024 Q1	–	Sell	-820	Closed	-$47K	–	266
2023 Q4	$47K	Buy	+820	New	+$43.8K	0.03%	108
2023 Q3	–	Sell	-820	Closed	-$45K	–	235
2023 Q2	$45K	Hold	820	–	–	0.03%	116
2023 Q1	$43K	Sell	820 -396	-33%	-$21.1K	0.03%	97
2022 Q4	$61K	Buy	1,216 +820	+207%	+$41.8K	0.05%	78
2022 Q3	$18K	Sell	396 -492	-55%	-$25.7K	0.02%	120
2022 Q2	$43K	Hold	888	–	–	0.04%	102
2022 Q1	$52K	Hold	888	–	–	0.05%	97
2021 Q4	$56K	Buy	+888	New	+$55.7K	0.06%	97

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

Financial Connections Group's VO Position: Q1 2026 in Review

Financial Connections Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 764 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #106.

Financial Connections Group first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $61K in Q4 2022. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Financial Connections Group held 764 shares of Vanguard Morningstar Mid-Cap ETF worth $54K as of Q1 2026.
Financial Connections Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #106 holding.
Financial Connections Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard Morningstar Mid-Cap ETF position peaked at $61K in Q4 2022.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.