Good Steward Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Good Steward Wealth Advisors’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	$4.34M	Buy	53,902 +3,058	+6%	+$237K	2.62%	14
2026 Q1	$3.65M	Buy	50,844 +2,668	+6%	+$198K	2.35%	15
2025 Q4	$3.5M	Buy	48,176 +7,188	+18%	+$523K	2.31%	15
2025 Q3	$3.01M	Buy	40,988 +6,780	+20%	+$487K	2.08%	15
2025 Q2	$2.39M	Buy	34,208 +18,276	+115%	+$1.2M	1.88%	13
2025 Q1	$1.03M	Buy	+15,932	New	+$1.07M	0.94%	22

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

Good Steward Wealth Advisors's VO Position: Q2 2026 in Review

Good Steward Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6% in Q2 2026, buying an estimated $237K and bringing the position to 53,902 shares worth $4.34M. The position accounts for 2.62% of the portfolio, ranked #14.

Good Steward Wealth Advisors first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Good Steward Wealth Advisors held 53,902 shares of Vanguard Morningstar Mid-Cap ETF worth $4.34M as of Q2 2026.
Good Steward Wealth Advisors bought 3,058 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $237K.
Vanguard Morningstar Mid-Cap ETF made up 2.62% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Good Steward Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.