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

Guardian Financial Partners’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	$873K	Sell	10,840 -1,484	-12%	-$115K	0.34%	41
2026 Q1	$885K	Sell	12,324 -628	-5%	-$46.7K	0.37%	41
2025 Q4	$940K	Buy	12,952 +96	+0.7%	+$6.98K	0.4%	40
2025 Q3	$944K	Buy	12,856 +52	+0.4%	+$3.73K	0.4%	37
2025 Q2	$896K	Hold	12,804	–	–	0.4%	37
2025 Q1	$828K	Buy	+12,804	New	+$859K	0.4%	39

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

Guardian Financial Partners's VO Position: Q2 2026 in Review

Guardian Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $115K and leaving 10,840 shares worth $873K. The position accounts for 0.34% of the portfolio, ranked #41.

Guardian Financial Partners first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $944K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Guardian Financial Partners held 10,840 shares of Vanguard Morningstar Mid-Cap ETF worth $873K as of Q2 2026.
Guardian Financial Partners sold 1,484 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Guardian Financial Partners's portfolio in Q2 2026, its #41 holding.
Guardian Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Guardian Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $944K in Q3 2025.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.