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

Houlihan Financial Resource 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 		$10.9M Buy
135,089
+2,565
+2% +$199K 3.88% 5
2026
Q1 		$9.51M Buy
132,524
+696
+0.5% +$51.7K 3.71% 5
2025
Q4 		$9.65M Buy
131,828
+72,012
+120% +$5.24M 3.67% 5
2025
Q3 		$4.39M Sell
59,816
-69,872
-54% -$5.02M 3.86% 4
2025
Q2 		$9.16M Sell
129,688
-1,964
-1% -$129K 3.8% 4
2025
Q1 		$8.51M Sell
131,652
-2,188
-2% -$147K 3.82% 4
2024
Q4 		$8.84M Sell
133,840
-6,560
-5% -$445K 3.77% 4
2024
Q3 		$9.26M Buy
+140,400
New +$8.82M 3.83% 4
2024
Q2 		– Sell
-145,264
Closed -$9.07M – 97
2024
Q1 		$9.07M Sell
145,264
-868
-0.6% -$51.3K 4.07% 4
2023
Q4 		$8.5M Buy
146,132
+6,680
+5% +$357K 4.12% 4
2023
Q3 		$7.08M Buy
+139,452
New +$7.65M 3.79% 5
2023
Q2 		– Sell
-143,244
Closed -$7.55M – 172
2023
Q1 		$7.55M Buy
143,244
+3,096
+2% +$165K 4.12% 5
2022
Q4 		$7.37M Sell
140,148
-2,836
-2% -$144K 4.25% 5
2022
Q3 		$7.11M Buy
+142,984
New +$7.47M 4.33% 5
2020
Q3 		$6.17M Buy
+128,060
New +$5.58M 3.56% 5
2020
Q1 		$3.97M Buy
120,624
+9,112
+8% +$377K 3.45% 5
2019
Q4 		$4.97M Buy
+111,512
New +$4.79M 3.21% 7

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

Houlihan Financial Resource Group's VO Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $199K and bringing the position to 135,089 shares worth $10.9M. The position accounts for 3.88% of the portfolio, ranked #5.

Houlihan Financial Resource Group first reported a position in VO in Q4 2019 and has held it in 17 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Houlihan Financial Resource Group held 135,089 shares of Vanguard Morningstar Mid-Cap ETF worth $10.9M as of Q2 2026.
  • Houlihan Financial Resource Group bought 2,565 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $199K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.88% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #5 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.