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

Godfrey Financial Associates’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 		$5.48K Buy
68
+56
+467% +$4.34K ﹤0.01% 537
2026
Q1 		$862 Hold
12
– – ﹤0.01% 795
2025
Q4 		$871 Buy
+12
New +$873 ﹤0.01% 773

Other funds holding VO

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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

Godfrey Financial Associates's VO Position: Q2 2026 in Review

Godfrey Financial Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 467% in Q2 2026, buying an estimated $4.34K and bringing the position to 68 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Godfrey Financial Associates first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Godfrey Financial Associates held 68 shares of Vanguard Morningstar Mid-Cap ETF worth $5.48K as of Q2 2026.
  • Godfrey Financial Associates bought 56 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.34K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #537 holding.
  • Godfrey Financial Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.