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FinDec Wealth Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

FinDec Wealth Services’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 		$4.47M Sell
55,531
-2,373
-4% -$184K 5.29% 7
2026
Q1 		$4.16M Sell
57,904
-7,516
-11% -$558K 5.08% 7
2025
Q4 		$4.75M Sell
65,420
-2,600
-4% -$189K 5.09% 7
2025
Q3 		$5M Sell
68,020
-2,324
-3% -$167K 5.17% 7
2025
Q2 		$4.92M Sell
70,344
-7,312
-9% -$480K 5.15% 7
2025
Q1 		$5.02M Buy
77,656
+15,540
+25% +$1.04M 4.96% 6
2024
Q4 		$4.1M Sell
62,116
-14,408
-19% -$978K 2.85% 15
2024
Q3 		$5.05M Buy
76,524
+1,048
+1% +$65.8K 2.93% 14
2024
Q2 		$4.57M Sell
75,476
-2,204
-3% -$134K 2.88% 14
2024
Q1 		$4.85M Sell
77,680
-976
-1% -$57.7K 3.05% 15
2023
Q4 		$4.57M Sell
78,656
-17,864
-19% -$954K 3.06% 16
2023
Q3 		$5.02M Buy
96,520
+276
+0.3% +$15.1K 3.63% 12
2023
Q2 		$5.3M Buy
96,244
+5,396
+6% +$283K 3.71% 11
2023
Q1 		$4.79M Buy
90,848
+1,980
+2% +$105K 3.62% 12
2022
Q4 		$4.53M Buy
+88,868
New +$4.53M 3.74% 11

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

FinDec Wealth Services's VO Position: Q2 2026 in Review

FinDec Wealth Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, selling an estimated $184K and leaving 55,531 shares worth $4.47M. The position accounts for 5.29% of the portfolio, ranked #7.

FinDec Wealth Services first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.3M in Q2 2023. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • FinDec Wealth Services held 55,531 shares of Vanguard Morningstar Mid-Cap ETF worth $4.47M as of Q2 2026.
  • FinDec Wealth Services sold 2,373 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Morningstar Mid-Cap ETF made up 5.29% of FinDec Wealth Services's portfolio in Q2 2026, its #7 holding.
  • FinDec Wealth Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Vanguard Morningstar Mid-Cap ETF position peaked at $5.3M in Q2 2023.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.