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Financial Partners Group (Kansas)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Partners Group (Kansas)’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 		$573K Buy
7,108
+108
+2% +$8.37K 0.06% 140
2026
Q1 		$503K Sell
7,000
-28
-0.4% -$2.08K 0.06% 143
2025
Q4 		$520K Buy
7,028
+28
+0.4% +$2.04K 0.06% 138
2025
Q3 		$514K Buy
7,000
+28
+0.4% +$2.01K 0.06% 131
2025
Q2 		$488K Sell
6,972
-132
-2% -$8.66K 0.07% 124
2025
Q1 		$459K Buy
7,104
+28
+0.4% +$1.88K 0.07% 118
2024
Q4 		$467K Buy
7,076
+28
+0.4% +$1.9K 0.07% 108
2024
Q3 		$465K Buy
7,048
+28
+0.4% +$1.76K 0.07% 114
2024
Q2 		$425K Buy
7,020
+32
+0.5% +$1.95K 0.07% 116
2024
Q1 		$436K Buy
6,988
+64
+0.9% +$3.78K 0.07% 115
2023
Q4 		$403K Sell
6,924
-2,252
-25% -$120K 0.07% 106
2023
Q3 		$469K Buy
9,176
+3,204
+54% +$176K 0.1% 89
2023
Q2 		$332K Sell
5,972
-132
-2% -$6.92K 0.07% 113
2023
Q1 		$322K Sell
6,104
-44
-0.7% -$2.34K 0.07% 117
2022
Q4 		$341K Sell
6,148
-124
-2% -$6.32K 0.08% 115
2022
Q3 		$295K Buy
6,272
+44
+0.7% +$2.3K 0.08% 113
2022
Q2 		$307K Buy
6,228
+172
+3% +$9.29K 0.08% 109
2022
Q1 		$360K Buy
6,056
+16
+0.3% +$939 0.08% 120
2021
Q4 		$354K Sell
6,040
-68
-1% -$4.26K 0.08% 120
2021
Q3 		$362K Buy
6,108
+12
+0.2% +$725 0.09% 111
2021
Q2 		$362K Buy
6,096
+16
+0.3% +$927 0.09% 106
2021
Q1 		$336K Buy
6,080
+372
+7% +$20.2K 0.1% 103
2020
Q4 		$306K Sell
5,708
-376
-6% -$18.2K 0.09% 96
2020
Q3 		$268K Buy
6,084
+16
+0.3% +$697 0.09% 99
2020
Q2 		$249K Buy
+6,068
New +$232K 0.1% 85
2020
Q1 		– Sell
-5,816
Closed -$263K – 87
2019
Q4 		$263K Buy
5,816
+232
+4% +$9.96K 0.1% 67
2019
Q3 		$234K Sell
5,584
-1,556
-22% -$65K 0.1% 69
2019
Q2 		$298K Sell
7,140
-464
-6% -$19K 0.14% 62
2019
Q1 		$306K Buy
+7,604
New +$292K 0.17% 64

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 Partners Group (Kansas)'s VO Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $8.37K and bringing the position to 7,108 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #140.

Financial Partners Group (Kansas) first reported a position in VO in Q1 2019 and has held it in 29 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Partners Group (Kansas) held 7,108 shares of Vanguard Morningstar Mid-Cap ETF worth $573K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 108 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.37K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #140 holding.
  • Financial Partners Group (Kansas) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.