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

Financial Futures’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 		$16.1M Buy
199,782
+6,238
+3% +$484K 6.13% 3
2026
Q1 		$13.9M Buy
193,544
+13,128
+7% +$975K 6.1% 4
2025
Q4 		$13.1M Buy
180,416
+14,204
+9% +$1.03M 6.07% 4
2025
Q3 		$12.2M Buy
166,212
+7,756
+5% +$557K 5.93% 5
2025
Q2 		$11.1M Buy
158,456
+16,824
+12% +$1.1M 5.94% 6
2025
Q1 		$9.16M Buy
141,632
+4,524
+3% +$304K 5.2% 7
2024
Q4 		$9.05M Sell
137,108
-8,412
-6% -$571K 5.14% 8
2024
Q3 		$9.6M Sell
145,520
-1,028
-0.7% -$64.5K 5.5% 5
2024
Q2 		$8.87M Sell
146,548
-224
-0.2% -$13.6K 5.5% 5
2024
Q1 		$9.17M Buy
146,772
+9,720
+7% +$574K 6.08% 4
2023
Q4 		$7.97M Buy
137,052
+5,296
+4% +$283K 5.99% 4
2023
Q3 		$6.86M Buy
131,756
+13,264
+11% +$727K 5.6% 4
2023
Q2 		$6.52M Buy
118,492
+14,148
+14% +$742K 5.15% 3
2023
Q1 		$5.5M Sell
104,344
-1,540
-1% -$81.9K 4.63% 5
2022
Q4 		$5.4M Sell
105,884
-3,348
-3% -$171K 4.86% 5
2022
Q3 		$5.13M Sell
109,232
-680
-0.6% -$35.5K 4.91% 5
2022
Q2 		$5.41M Buy
109,912
+980
+0.9% +$53K 5.34% 5
2022
Q1 		$6.48M Buy
108,932
+9,728
+10% +$571K 5.07% 2
2021
Q4 		$6.32M Buy
+99,204
New +$6.22M 5.18% 3

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

Financial Futures's VO Position: Q2 2026 in Review

Financial Futures increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, buying an estimated $484K and bringing the position to 199,782 shares worth $16.1M. The position accounts for 6.13% of the portfolio, ranked #3.

Financial Futures first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,322 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Futures held 199,782 shares of Vanguard Morningstar Mid-Cap ETF worth $16.1M as of Q2 2026.
  • Financial Futures bought 6,238 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $484K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.13% of Financial Futures's portfolio in Q2 2026, its #3 holding.
  • Financial Futures first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.