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

Francis Financial’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	$8.19M	Buy	101,619 +343	+0.3%	+$26.6K	1.34%	17
2026 Q1	$7.27M	Sell	101,276 -3,928	-4%	-$292K	1.35%	17
2025 Q4	$7.63M	Sell	105,204 -2,356	-2%	-$171K	1.49%	16
2025 Q3	$7.9M	Hold	107,560	–	–	1.4%	16
2025 Q2	$7.53M	Buy	107,560 +98,992	+1,155%	+$6.5M	1.73%	15
2025 Q1	$554K	Buy	8,568 +8	+0.1%	+$537	0.13%	47
2024 Q4	$565K	Sell	8,560 -280	-3%	-$19K	0.14%	49
2024 Q3	$583K	Buy	8,840 +280	+3%	+$17.6K	0.15%	49
2024 Q2	$518K	Hold	8,560	–	–	0.16%	47
2024 Q1	$535K	Hold	8,560	–	–	0.17%	40
2023 Q4	$498K	Hold	8,560	–	–	0.21%	35
2023 Q3	$446K	Sell	8,560 -388	-4%	-$21.3K	0.23%	33
2023 Q2	$492K	Sell	8,948 -932	-9%	-$48.9K	0.27%	32
2023 Q1	$521K	Hold	9,880	–	–	0.35%	28
2022 Q4	$503K	Hold	9,880	–	–	0.47%	24
2022 Q3	$464K	Sell	9,880 -444	-4%	-$23.2K	0.47%	19
2022 Q2	$535K	Buy	+10,324	New	+$558K	0.47%	19

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

Francis Financial's VO Position: Q2 2026 in Review

Francis Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q2 2026, buying an estimated $26.6K and bringing the position to 101,619 shares worth $8.19M. The position accounts for 1.34% of the portfolio, ranked #17.

Francis Financial first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Francis Financial held 101,619 shares of Vanguard Morningstar Mid-Cap ETF worth $8.19M as of Q2 2026.
Francis Financial bought 343 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.6K.
Vanguard Morningstar Mid-Cap ETF made up 1.34% of Francis Financial's portfolio in Q2 2026, its #17 holding.
Francis Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.