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

Financial Symmetry’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	$783K	Sell	9,721 -31,331	-76%	-$2.43M	0.26%	31
2026 Q1	$793K	Buy	41,052 +28,064	+216%	+$2.09M	0.28%	28
2025 Q4	$942K	Buy	+12,988	New	+$945K	0.38%	24
2025 Q2	–	Sell	-4,144	Closed	-$268K	–	53
2025 Q1	$268K	Buy	+4,144	New	+$278K	0.16%	42

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Financial Symmetry's VO Position: Q2 2026 in Review

Financial Symmetry reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 76% in Q2 2026, selling an estimated $2.43M and leaving 9,721 shares worth $783K. The position accounts for 0.26% of the portfolio, ranked #31.

Financial Symmetry first reported a position in VO in Q1 2025 and has held it in 4 quarters since. The position peaked at $942K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Symmetry held 9,721 shares of Vanguard Morningstar Mid-Cap ETF worth $783K as of Q2 2026.
Financial Symmetry sold 31,331 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.43M.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Financial Symmetry's portfolio in Q2 2026, its #31 holding.
Financial Symmetry first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
Financial Symmetry's Vanguard Morningstar Mid-Cap ETF position peaked at $942K in Q4 2025.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.