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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.77K Buy
+84
New +$6.51K ﹤0.01% 644
2025
Q2
$5.88K Buy
+84
New +$5.51K ﹤0.01% 662
2024
Q4
$12.9K Hold
196
– – ﹤0.01% 518
2024
Q3
$12.9K Buy
+196
New +$12.3K ﹤0.01% 316
2018
Q4
$11K Buy
+288
New +$10.8K 0.01% 581
2018
Q1
$67K Buy
+1,748
New +$68.8K 0.07% 250

Other funds holding VO

Financial Gravity Companies's VO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 84 shares worth $6.77K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VO as recently as Q2 2025.

Financial Gravity Companies first reported a position in VO in Q1 2018 and has held it in 6 quarters since. The position peaked at $67K in Q1 2018. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Gravity Companies held 84 shares of Vanguard Morningstar Mid-Cap ETF worth $6.77K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #644 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Morningstar Mid-Cap ETF position peaked at $67K in Q1 2018.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.