Financial Network Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Network Wealth 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	$709K	Sell	9,876 -644	-6%	-$47.8K	0.22%	57
2025 Q4	$763K	Buy	10,520 +452	+4%	+$32.9K	0.23%	54
2025 Q3	$733K	Buy	+10,068	New	+$723K	0.23%	55
2025 Q1	$558K	Buy	8,632 +36	+0.4%	+$2.42K	0.2%	64
2024 Q4	$567K	Buy	8,596 +740	+9%	+$50.2K	0.2%	63
2024 Q3	$518K	Sell	7,856 -60	-0.8%	-$3.77K	0.19%	67
2024 Q2	$480K	Buy	+7,916	New	+$481K	0.18%	68
2024 Q1	–	Sell	-9,460	Closed	-$550K	–	102
2023 Q4	$550K	Buy	9,460 +20	+0.2%	+$1.07K	0.24%	58
2023 Q3	$485K	Sell	9,440 -192	-2%	-$10.5K	0.24%	56
2023 Q2	$546K	Buy	9,632 +52	+0.5%	+$2.73K	0.25%	56
2023 Q1	$505K	Buy	9,580 +204	+2%	+$10.9K	0.25%	60
2022 Q4	$478K	Sell	9,376 -320	-3%	-$16.3K	0.26%	61
2022 Q3	$456K	Buy	9,696 +5,028	+108%	+$263K	0.28%	47
2022 Q2	$230K	Buy	+4,668	New	+$252K	0.14%	77

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Network Wealth Management's VO Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.1% in Q1 2026, selling an estimated $47.8K and leaving 9,876 shares worth $709K. The position accounts for 0.22% of the portfolio, ranked #57.

Financial Network Wealth Management first reported a position in VO in Q2 2022 and has held it in 14 quarters since. The position peaked at $763K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Financial Network Wealth Management held 9,876 shares of Vanguard Morningstar Mid-Cap ETF worth $709K as of Q1 2026.
Financial Network Wealth Management sold 644 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $47.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Financial Network Wealth Management's portfolio in Q1 2026, its #57 holding.
Financial Network Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
Financial Network Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $763K in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.