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 Q2	$850K	Buy	10,555 +679	+7%	+$52.6K	0.24%	53
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Network Wealth Management's VO Position: Q2 2026 in Review

Financial Network Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, buying an estimated $52.6K and bringing the position to 10,555 shares worth $850K. The position accounts for 0.24% of the portfolio, ranked #53.

Financial Network Wealth Management first reported a position in VO in Q2 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Network Wealth Management held 10,555 shares of Vanguard Morningstar Mid-Cap ETF worth $850K as of Q2 2026.
Financial Network Wealth Management bought 679 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $52.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Financial Network Wealth Management's portfolio in Q2 2026, its #53 holding.
Financial Network Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.