Financial Gravity Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Gravity Asset Management’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	$6.03K	Hold	84	–	–	﹤0.01%	640
2025 Q4	$6.09K	Hold	84	–	–	﹤0.01%	541
2025 Q3	$6.17K	Buy	+84	New	+$6.03K	﹤0.01%	649
2025 Q1	$12.7K	Buy	+196	New	+$13.2K	﹤0.01%	558
2024 Q2	$33.7K	Sell	276 -84	-23%	-$5.11K	0.01%	315
2024 Q1	$20.9K	Hold	360	–	–	0.01%	374
2023 Q4	$20.9K	Buy	+360	New	+$19.2K	0.01%	385
2019 Q4	–	Sell	-288	Closed	-$12K	–	1711
2019 Q3	$12K	Hold	288	–	–	0.01%	583
2019 Q2	$12K	Hold	288	–	–	0.01%	564
2019 Q1	$12K	Buy	+288	New	+$11.1K	0.01%	528
2018 Q3	$11K	Hold	288	–	–	0.01%	565
2018 Q2	$12K	Sell	288 -1,460	-84%	-$57.3K	0.01%	539
2018 Q1	$67K	Buy	+1,748	New	+$68.8K	0.07%	250

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 Gravity Asset Management's VO Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 84 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Financial Gravity Asset Management first reported a position in VO in Q1 2018 and has held it in 13 quarters since. The position peaked at $67K in Q1 2018. 2,396 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Financial Gravity Asset Management held 84 shares of Vanguard Morningstar Mid-Cap ETF worth $6.03K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #640 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $67K in Q1 2018.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.