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

Financial Consulate’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 		$17.4K Hold
216
– – ﹤0.01% 549
2026
Q1 		$15.5K Buy
216
+76
+54% +$5.65K ﹤0.01% 543
2025
Q4 		$10.2K Sell
140
-48
-26% -$3.49K ﹤0.01% 607
2025
Q3 		$13.8K Buy
+188
New +$13.5K ﹤0.01% 511
2020
Q1 		– Sell
-8,612
Closed -$384K – 108
2019
Q4 		$384K Sell
8,612
-1,308
-13% -$56.2K 0.17% 68
2019
Q3 		$416K Buy
9,920
+820
+9% +$34.3K 0.18% 69
2019
Q2 		$380K Hold
9,100
– – 0.17% 69
2019
Q1 		$366K Sell
9,100
-744
-8% -$28.6K 0.17% 77
2018
Q4 		$340K Sell
9,844
-1,464
-13% -$55K 0.2% 76
2018
Q3 		$464K Sell
11,308
-4
-0% -$163 0.26% 72
2018
Q2 		$446K Sell
11,312
-488
-4% -$19.2K 0.23% 72
2018
Q1 		$455K Sell
11,800
-23,596
-67% -$929K 0.24% 69
2017
Q4 		$1.37M Sell
35,396
-7,348
-17% -$277K 0.7% 37
2017
Q3 		$1.57M Sell
42,744
-776
-2% -$28K 0.86% 30
2017
Q2 		$1.55M Sell
43,520
-8
-0% -$283 0.91% 28
2017
Q1 		$1.51M Buy
43,528
+33,632
+340% +$1.16M 0.97% 25
2016
Q4 		$326K Buy
9,896
+484
+5% +$15.7K 0.24% 61
2016
Q3 		$305K Sell
9,412
-40
-0.4% -$1.28K 0.27% 52
2016
Q2 		$292K Sell
9,452
-1,440
-13% -$44K 0.22% 55
2016
Q1 		$330K Buy
+10,892
New +$308K 0.23% 56

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Consulate's VO Position: Q2 2026 in Review

Financial Consulate held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 216 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Financial Consulate first reported a position in VO in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.57M in Q3 2017. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Consulate held 216 shares of Vanguard Morningstar Mid-Cap ETF worth $17.4K as of Q2 2026.
  • Financial Consulate left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #549 holding.
  • Financial Consulate first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 20 quarters since.
  • Financial Consulate's Vanguard Morningstar Mid-Cap ETF position peaked at $1.57M in Q3 2017.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.