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

Financial Perspectives’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 		$126K Sell
1,563
-1
-0.1% -$78 0.03% 221
2026
Q1 		$112K Buy
1,564
+116
+8% +$8.62K 0.03% 224
2025
Q4 		$105K Buy
1,448
+116
+9% +$8.44K 0.03% 224
2025
Q3 		$97.7K Buy
1,332
+44
+3% +$3.16K 0.03% 238
2025
Q2 		$90.2K Buy
1,288
+364
+39% +$23.9K 0.03% 237
2025
Q1 		$59.8K Sell
924
-532
-37% -$35.7K 0.02% 277
2024
Q4 		$96.2K Buy
1,456
+80
+6% +$5.43K 0.03% 220
2024
Q3 		$90.9K Buy
1,376
+156
+13% +$9.79K 0.03% 219
2024
Q2 		$73.9K Buy
1,220
+512
+72% +$31.1K 0.03% 231
2024
Q1 		$44.3K Buy
708
+172
+32% +$10.2K 0.02% 288
2023
Q4 		$31.2K Buy
+536
New +$28.6K 0.01% 318

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 Perspectives's VO Position: Q2 2026 in Review

Financial Perspectives reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, selling an estimated $78 and leaving 1,563 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #221.

Financial Perspectives first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Perspectives held 1,563 shares of Vanguard Morningstar Mid-Cap ETF worth $126K as of Q2 2026.
  • Financial Perspectives sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #221 holding.
  • Financial Perspectives first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.