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

Fortem Financial 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	$775K	Buy	9,620 +1,848	+24%	+$143K	0.16%	104
2026 Q1	$558K	Sell	7,772 -136	-2%	-$10.1K	0.14%	120
2025 Q4	$574K	Buy	7,908 +256	+3%	+$18.6K	0.15%	110
2025 Q3	$562K	Buy	7,652 +1,268	+20%	+$91.1K	0.16%	106
2025 Q2	$447K	Hold	6,384	–	–	0.14%	115
2025 Q1	$413K	Buy	6,384 +600	+10%	+$40.3K	0.16%	131
2024 Q4	$382K	Buy	5,784 +240	+4%	+$16.3K	0.15%	133
2024 Q3	$366K	Hold	5,544	–	–	0.15%	135
2024 Q2	$336K	Buy	5,544 +1,864	+51%	+$113K	0.14%	135
2024 Q1	$230K	Buy	+3,680	New	+$217K	0.1%	150
2022 Q2	–	Sell	-6,140	Closed	-$365K	–	208
2022 Q1	$365K	Sell	6,140 -3,864	-39%	-$227K	0.16%	129
2021 Q4	$637K	Sell	10,004 -400	-4%	-$25.1K	0.29%	105
2021 Q3	$616K	Buy	10,404 +3,800	+58%	+$230K	0.31%	103
2021 Q2	$392K	Buy	6,604 +180	+3%	+$10.4K	0.2%	128
2021 Q1	$355K	Buy	+6,424	New	+$349K	0.21%	124

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

Fortem Financial Group's VO Position: Q2 2026 in Review

Fortem Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q2 2026, buying an estimated $143K and bringing the position to 9,620 shares worth $775K. The position accounts for 0.16% of the portfolio, ranked #104.

Fortem Financial Group first reported a position in VO in Q1 2021 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fortem Financial Group held 9,620 shares of Vanguard Morningstar Mid-Cap ETF worth $775K as of Q2 2026.
Fortem Financial Group bought 1,848 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Fortem Financial Group's portfolio in Q2 2026, its #104 holding.
Fortem Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.