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Foster & Motley’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Foster & Motley’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
Q1 		$296K Buy
4,120
+1,060
+35% +$78.8K 0.02% 353
2025
Q4 		$222K Hold
3,060
– – 0.01% 376
2025
Q3 		$225K Buy
+3,060
New +$220K 0.01% 381

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Foster & Motley's VO Position: Q1 2026 in Review

Foster & Motley increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 35% in Q1 2026, buying an estimated $78.8K and bringing the position to 4,120 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #353.

Foster & Motley first reported a position in VO in Q3 2025 and has held it in 3 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Foster & Motley held 4,120 shares of Vanguard Morningstar Mid-Cap ETF worth $296K as of Q1 2026.
  • Foster & Motley bought 1,060 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $78.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Foster & Motley's portfolio in Q1 2026, its #353 holding.
  • Foster & Motley first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.