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

Financial Strategies Group’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 		$1.02M Buy
53,380
+41,936
+366% +$3.12M 0.17% 56
2025
Q4 		$857K Buy
11,444
+344
+3% +$25K 0.16% 59
2025
Q3 		$805K Buy
11,100
+512
+5% +$36.8K 0.15% 58
2025
Q2 		$747K Sell
10,588
-332
-3% -$21.8K 0.16% 58
2025
Q1 		$672K Buy
10,920
+1,892
+21% +$127K 0.16% 54
2024
Q4 		$593K Sell
9,028
-164
-2% -$11.1K 0.14% 51
2024
Q3 		$618K Buy
9,192
+196
+2% +$12.3K 0.14% 49
2024
Q2 		$543K Sell
8,996
-4
-0% -$243 0.14% 49
2024
Q1 		$557K Sell
9,000
-324
-3% -$19.1K 0.15% 49
2023
Q4 		$534K Buy
+9,324
New +$498K 0.15% 50

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Strategies Group's VO Position: Q1 2026 in Review

Financial Strategies Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 366% in Q1 2026, buying an estimated $3.12M and bringing the position to 53,380 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #56.

Financial Strategies Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Financial Strategies Group held 53,380 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q1 2026.
  • Financial Strategies Group bought 41,936 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $3.12M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Financial Strategies Group's portfolio in Q1 2026, its #56 holding.
  • Financial Strategies Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.