Fortitude Family Office’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fortitude Family Office’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	$16.5M	Buy	205,077 +19,973	+11%	+$1.55M	3.2%	7
2026 Q1	$13.3M	Buy	185,104 +18,068	+11%	+$1.34M	2.97%	9
2025 Q4	$12.1M	Buy	167,036 +16,704	+11%	+$1.22M	2.82%	10
2025 Q3	$11M	Buy	150,332 +22,064	+17%	+$1.58M	2.97%	8
2025 Q2	$8.97M	Sell	128,268 -54,524	-30%	-$3.58M	2.95%	9
2025 Q1	$11.8M	Buy	182,792 +33,068	+22%	+$2.22M	4.21%	5
2024 Q4	$9.89M	Buy	149,724 +24,640	+20%	+$1.67M	3.53%	5
2024 Q3	$8.25M	Buy	125,084 +8,200	+7%	+$515K	3.27%	5
2024 Q2	$7.07M	Buy	116,884 +27,052	+30%	+$1.64M	4.01%	4
2024 Q1	$5.61M	Buy	89,832 +23,608	+36%	+$1.4M	3.77%	5
2023 Q4	$3.85M	Buy	+66,224	New	+$3.54M	2.87%	5

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

Fortitude Family Office's VO Position: Q2 2026 in Review

Fortitude Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $1.55M and bringing the position to 205,077 shares worth $16.5M. The position accounts for 3.2% of the portfolio, ranked #7.

Fortitude Family Office first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fortitude Family Office held 205,077 shares of Vanguard Morningstar Mid-Cap ETF worth $16.5M as of Q2 2026.
Fortitude Family Office bought 19,973 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.55M.
Vanguard Morningstar Mid-Cap ETF made up 3.2% of Fortitude Family Office's portfolio in Q2 2026, its #7 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.