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

Financial Insights’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 		$2.51M Sell
31,180
-2,988
-9% -$232K 0.66% 29
2026
Q1 		$2.45M Sell
34,168
-2,140
-6% -$159K 0.79% 27
2025
Q4 		$2.63M Sell
36,308
-1,552
-4% -$113K 0.88% 24
2025
Q3 		$2.78M Sell
37,860
-4,868
-11% -$350K 0.92% 23
2025
Q2 		$2.99M Sell
42,728
-5,544
-11% -$364K 1.09% 20
2025
Q1 		$3.12M Sell
48,272
-672
-1% -$45.1K 1.24% 20
2024
Q4 		$3.23M Sell
48,944
-5,396
-10% -$366K 1.2% 21
2024
Q3 		$3.58M Sell
54,340
-12,260
-18% -$770K 1.13% 21
2024
Q2 		$4.03M Sell
66,600
-5,020
-7% -$305K 1.12% 19
2024
Q1 		$4.47M Sell
71,620
-18,876
-21% -$1.12M 1.25% 18
2023
Q4 		$5.26M Sell
90,496
-13,412
-13% -$717K 1.65% 13
2023
Q3 		$5.15M Sell
103,908
-20,504
-16% -$1.12M 1.84% 13
2023
Q2 		$6.85M Buy
124,412
+23,932
+24% +$1.25M 2.52% 8
2023
Q1 		$5.3M Buy
100,480
+38,100
+61% +$2.03M 2.16% 10
2022
Q4 		$3.18M Buy
62,380
+28,056
+82% +$1.43M 1.51% 16
2022
Q3 		$1.61M Buy
34,324
+21,812
+174% +$1.14M 1.09% 23
2022
Q2 		$616K Buy
+12,512
New +$676K 0.63% 40

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 Insights's VO Position: Q2 2026 in Review

Financial Insights reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.7% in Q2 2026, selling an estimated $232K and leaving 31,180 shares worth $2.51M. The position accounts for 0.66% of the portfolio, ranked #29.

Financial Insights first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.85M in Q2 2023. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Insights held 31,180 shares of Vanguard Morningstar Mid-Cap ETF worth $2.51M as of Q2 2026.
  • Financial Insights sold 2,988 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.66% of Financial Insights's portfolio in Q2 2026, its #29 holding.
  • Financial Insights first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Insights's Vanguard Morningstar Mid-Cap ETF position peaked at $6.85M in Q2 2023.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.