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

Grunden Financial Advisory’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
2025 Q4	$348K	Hold	4,800	–	–	0.14%	22
2025 Q3	$352K	Hold	4,800	–	–	0.14%	21
2025 Q2	$336K	Hold	4,800	–	–	0.15%	22
2025 Q1	$310K	Hold	4,800	–	–	0.15%	18
2024 Q4	$317K	Hold	4,800	–	–	0.15%	18
2024 Q3	$317K	Hold	4,800	–	–	0.16%	18
2024 Q2	$291K	Hold	4,800	–	–	0.15%	19
2024 Q1	$300K	Sell	4,800 -16	-0.3%	-$946	0.16%	21
2023 Q4	$280K	Buy	+4,816	New	+$257K	0.16%	19

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grunden Financial Advisory's VO Position: Q4 2025 in Review

Grunden Financial Advisory held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2025 at 4,800 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #22.

Grunden Financial Advisory first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $352K in Q3 2025. 2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Grunden Financial Advisory held 4,800 shares of Vanguard Morningstar Mid-Cap ETF worth $348K as of Q4 2025.
Grunden Financial Advisory left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of Grunden Financial Advisory's portfolio in Q4 2025, its #22 holding.
Grunden Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Grunden Financial Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $352K in Q3 2025.
2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.