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

Forum Financial 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
2026
Q2 		$1.25M Buy
15,576
+5,940
+62% +$461K 0.02% 120
2026
Q1 		$692K Sell
9,636
-636
-6% -$47.3K 0.01% 162
2025
Q4 		$745K Buy
10,272
+2,480
+32% +$180K 0.01% 324
2025
Q3 		$572K Sell
7,792
-1,800
-19% -$129K 0.01% 410
2025
Q2 		$671K Buy
9,592
+252
+3% +$16.5K 0.01% 313
2025
Q1 		$604K Buy
9,340
+504
+6% +$33.8K 0.01% 302
2024
Q4 		$584K Buy
8,836
+652
+8% +$44.3K 0.01% 323
2024
Q3 		$540K Buy
8,184
+1,632
+25% +$102K 0.01% 308
2024
Q2 		$397K Sell
6,552
-208
-3% -$12.6K 0.01% 390
2024
Q1 		$422K Buy
6,760
+1,424
+27% +$84.2K 0.01% 382
2023
Q4 		$310K Sell
5,336
-916
-15% -$48.9K 0.01% 439
2023
Q3 		$326K Sell
6,252
-424
-6% -$23.3K 0.01% 400
2023
Q2 		$367K Sell
6,676
-648
-9% -$34K 0.01% 377
2023
Q1 		$386K Sell
7,324
-916
-11% -$48.7K 0.01% 327
2022
Q4 		$420K Sell
8,240
-676
-8% -$34.4K 0.01% 291
2022
Q3 		$419K Sell
8,916
-232
-3% -$12.1K 0.02% 261
2022
Q2 		$451K Sell
9,148
-1,712
-16% -$92.5K 0.02% 251
2022
Q1 		$645K Sell
10,860
-156
-1% -$9.15K 0.03% 198
2021
Q4 		$702K Buy
+11,016
New +$691K 0.04% 174

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

Forum Financial Management's VO Position: Q2 2026 in Review

Forum Financial Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 62% in Q2 2026, buying an estimated $461K and bringing the position to 15,576 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #120.

Forum Financial Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Forum Financial Management held 15,576 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q2 2026.
  • Forum Financial Management bought 5,940 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $461K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #120 holding.
  • Forum Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.