Hantz Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hantz Financial Services’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	$1.44M	Buy	17,897 +13,729	+329%	+$1.06M	0.02%	414
2026 Q1	$299K	Buy	4,168 +772	+23%	+$57.4K	﹤0.01%	849
2025 Q4	$246K	Buy	3,396 +928	+38%	+$67.5K	﹤0.01%	795
2025 Q3	$181K	Buy	2,468 +124	+5%	+$8.9K	﹤0.01%	769
2025 Q2	$164K	Buy	2,344 +148	+7%	+$9.71K	﹤0.01%	650
2025 Q1	$142K	Buy	+2,196	New	+$147K	﹤0.01%	585
2024 Q2	–	Sell	-1,284	Closed	-$80K	–	1275
2024 Q1	$80K	Buy	+1,284	New	+$75.9K	﹤0.01%	627
2021 Q3	–	Sell	-968	Closed	-$57K	–	866
2021 Q2	$57K	Buy	+968	New	+$56.1K	﹤0.01%	550

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 22.9% 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

Hantz Financial Services's VO Position: Q2 2026 in Review

Hantz Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 329% in Q2 2026, buying an estimated $1.06M and bringing the position to 17,897 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #414.

Hantz Financial Services first reported a position in VO in Q2 2021 and has held it in 8 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hantz Financial Services held 17,897 shares of Vanguard Morningstar Mid-Cap ETF worth $1.44M as of Q2 2026.
Hantz Financial Services bought 13,729 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.06M.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Hantz Financial Services's portfolio in Q2 2026, its #414 holding.
Hantz Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 8 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.