Flaharty Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Flaharty Asset Management’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
2025 Q4	–	Sell	-2,892	Closed	-$212K	–	146
2025 Q3	$212K	Hold	2,892	–	–	0.03%	120
2025 Q2	$202K	Hold	2,892	–	–	0.03%	124
2025 Q1	$187K	Buy	+2,892	New	+$194K	0.03%	123
2024 Q4	–	Sell	-2,892	Closed	-$191K	–	427
2024 Q3	$191K	Buy	+2,892	New	+$182K	0.03%	120
2023 Q4	–	Sell	-2,892	Closed	-$151K	–	444
2023 Q3	$151K	Buy	+2,892	New	+$159K	0.03%	124
2022 Q4	–	Sell	-4,708	Closed	-$221K	–	127
2022 Q3	$221K	Hold	4,708	–	–	0.05%	103
2022 Q2	$232K	Hold	4,708	–	–	0.05%	103
2022 Q1	$280K	Hold	4,708	–	–	0.05%	98
2021 Q4	$300K	Hold	4,708	–	–	0.06%	97
2021 Q3	$279K	Hold	4,708	–	–	0.06%	98
2021 Q2	$279K	Hold	4,708	–	–	0.06%	96
2021 Q1	$261K	Hold	4,708	–	–	0.06%	94
2020 Q4	$243K	Hold	4,708	–	–	0.06%	91
2020 Q3	$207K	Buy	+4,708	New	+$205K	0.07%	65

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Flaharty Asset Management's VO Position: Q4 2025 in Review

Flaharty Asset Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 2,892 shares — an estimated $212K sold.

Flaharty Asset Management first reported a position in VO in Q3 2020 and held it in 14 quarters. The position peaked at $300K in Q4 2021. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Flaharty Asset Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Flaharty Asset Management sold 2,892 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $212K.
Flaharty Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and held it in 14 quarters.
Flaharty Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $300K in Q4 2021.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Flaharty Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.