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

Goldstone Financial Group’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 		$19.9M Sell
246,374
-9,726
-4% -$754K 1.81% 10
2026
Q1 		$18.4M Buy
256,100
+33,568
+15% +$2.49M 1.99% 9
2025
Q4 		$16.1M Buy
222,532
+20,188
+10% +$1.47M 1.8% 10
2025
Q3 		$14.9M Buy
202,344
+16,112
+9% +$1.16M 1.76% 12
2025
Q2 		$13.2M Buy
186,232
+16,272
+10% +$1.07M 1.74% 12
2025
Q1 		$11M Buy
169,960
+16,300
+11% +$1.09M 1.66% 16
2024
Q4 		$10.1M Buy
153,660
+26,548
+21% +$1.8M 1.59% 19
2024
Q3 		$8.38M Buy
127,112
+15,236
+14% +$957K 1.46% 22
2024
Q2 		$6.77M Buy
111,876
+14,720
+15% +$895K 1.36% 22
2024
Q1 		$6.07M Buy
97,156
+6,632
+7% +$392K 1.39% 21
2023
Q4 		$5.26M Buy
90,524
+16,992
+23% +$908K 1.36% 20
2023
Q3 		$3.83M Buy
73,532
+6,836
+10% +$375K 1.13% 24
2023
Q2 		$3.67M Buy
66,696
+5,568
+9% +$292K 1.08% 22
2023
Q1 		$3.22M Buy
+61,128
New +$3.25M 1.06% 23

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

Goldstone Financial Group's VO Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, selling an estimated $754K and leaving 246,374 shares worth $19.9M. The position accounts for 1.81% of the portfolio, ranked #10.

Goldstone Financial Group first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Goldstone Financial Group held 246,374 shares of Vanguard Morningstar Mid-Cap ETF worth $19.9M as of Q2 2026.
  • Goldstone Financial Group sold 9,726 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $754K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.81% of Goldstone Financial Group's portfolio in Q2 2026, its #10 holding.
  • Goldstone Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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