FourThought Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

FourThought Financial Partners’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	$508K	Buy	6,300 +316	+5%	+$24.5K	0.04%	204
2026 Q1	$430K	Buy	5,984 +4	+0.1%	+$297	0.04%	206
2025 Q4	$434K	Buy	5,980 +1,952	+48%	+$142K	0.04%	233
2025 Q3	$296K	Sell	4,028 -560	-12%	-$40.2K	0.03%	356
2025 Q2	$321K	Hold	4,588	–	–	0.03%	228
2025 Q1	$297K	Buy	4,588 +592	+15%	+$39.7K	0.03%	241
2024 Q4	$264K	Buy	3,996 +316	+9%	+$21.5K	0.03%	260
2024 Q3	$243K	Sell	3,680 -12	-0.3%	-$753	0.03%	164
2024 Q2	$223K	Hold	3,692	–	–	0.03%	171
2024 Q1	$231K	Sell	3,692 -112	-3%	-$6.62K	0.03%	289
2023 Q4	$221K	Buy	+3,804	New	+$203K	0.03%	295
2023 Q3	–	Sell	-3,664	Closed	-$202K	–	332
2023 Q2	$202K	Buy	+3,664	New	+$192K	0.03%	314

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

FourThought Financial Partners's VO Position: Q2 2026 in Review

FourThought Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, buying an estimated $24.5K and bringing the position to 6,300 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #204.

FourThought Financial Partners first reported a position in VO in Q2 2023 and has held it in 12 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

FourThought Financial Partners held 6,300 shares of Vanguard Morningstar Mid-Cap ETF worth $508K as of Q2 2026.
FourThought Financial Partners bought 316 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #204 holding.
FourThought Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.