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 Q2	$1.01M	Sell	12,581 -40,799	-76%	-$3.16M	0.16%	58
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

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 Strategies Group's VO Position: Q2 2026 in Review

Financial Strategies Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 76% in Q2 2026, selling an estimated $3.16M and leaving 12,581 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #58.

Financial Strategies Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Strategies Group held 12,581 shares of Vanguard Morningstar Mid-Cap ETF worth $1.01M as of Q2 2026.
Financial Strategies Group sold 40,799 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.16M.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Financial Strategies Group's portfolio in Q2 2026, its #58 holding.
Financial Strategies Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Financial Strategies Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.02M in Q1 2026.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.