J. Team Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

J. Team Financial’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	$599K	Buy	+7,439	New	+$577K	0.58%	38

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

J. Team Financial's VO Position: Q2 2026 in Review

J. Team Financial opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 7,439 shares worth $599K. The stake represents 0.58% of the portfolio and ranks #38 among its holdings.

1,667 funds tracked by Wall St. Rank hold VO as of Q2 2026.

J. Team Financial held 7,439 shares of Vanguard Morningstar Mid-Cap ETF worth $599K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new J. Team Financial position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.58% of J. Team Financial's portfolio in Q2 2026, its #38 holding.
1,667 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.