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

Larson Financial 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
Q1 		$42.6M Sell
593,920
-151,552
-20% -$11.3M 1.36% 11
2025
Q4 		$54.1M Sell
745,472
-63,684
-8% -$4.63M 1.8% 7
2025
Q3 		$59.4M Sell
809,156
-208,520
-20% -$15M 2.08% 7
2025
Q2 		$71.2M Sell
1,017,676
-205,468
-17% -$13.5M 2.85% 5
2025
Q1 		$79.1M Sell
1,223,144
-79,500
-6% -$5.34M 3.75% 2
2024
Q4 		$86M Sell
1,302,644
-126,880
-9% -$8.61M 4.45% 2
2024
Q3 		$94.3M Sell
1,429,524
-82,820
-5% -$5.2M 5.35% 2
2024
Q2 		$91.5M Sell
1,512,344
-46,392
-3% -$2.82M 6.24% 2
2024
Q1 		$97.4M Buy
1,558,736
+35,148
+2% +$2.08M 7.52% 1
2023
Q4 		$88.6M Buy
1,523,588
+28,352
+2% +$1.51M 7.74% 1
2023
Q3 		$77.8M Buy
1,495,236
+61,656
+4% +$3.38M 7.65% 1
2023
Q2 		$78.9M Buy
1,433,580
+75,780
+6% +$3.97M 7.88% 1
2023
Q1 		$71.6M Buy
1,357,800
+83,616
+7% +$4.45M 7.78% 1
2022
Q4 		$64.9M Sell
1,274,184
-158,964
-11% -$8.1M 7.77% 1
2022
Q3 		$67.4M Buy
1,433,148
+20,556
+1% +$1.07M 9.58% 1
2022
Q2 		$69.6M Buy
1,412,592
+58,268
+4% +$3.15M 12.03% 1
2022
Q1 		$80.5M Buy
1,354,324
+39,152
+3% +$2.3M 12.86% 1
2021
Q4 		$83.8M Buy
1,315,172
+58,648
+5% +$3.68M 13.29% 1
2021
Q3 		$74.4M Buy
1,256,524
+47,440
+4% +$2.87M 14.75% 1
2021
Q2 		$71.7M Buy
1,209,084
+45,920
+4% +$2.66M 16.67% 1
2021
Q1 		$64.4M Buy
1,163,164
+54,448
+5% +$2.95M 18.96% 1
2020
Q4 		$57.3M Buy
1,108,716
+75,176
+7% +$3.64M 19.5% 1
2020
Q3 		$45.5M Buy
1,033,540
+1,028,468
+20,277% +$44.8M 18.7% 1
2020
Q2 		$208K Buy
5,072
+3,412
+206% +$131K 0.1% 90
2020
Q1 		$55K Buy
1,660
+232
+16% +$9.61K 0.03% 153
2019
Q4 		$64K Buy
1,428
+28
+2% +$1.2K 0.04% 136
2019
Q3 		$59K Buy
1,400
+20
+1% +$836 0.04% 137
2019
Q2 		$58K Buy
1,380
+232
+20% +$9.49K 0.04% 118
2019
Q1 		$46K Sell
1,148
-200
-15% -$7.69K 0.04% 121
2018
Q4 		$47K Buy
+1,348
New +$50.6K 0.04% 117

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Larson Financial Group's VO Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q1 2026, selling an estimated $11.3M and leaving 593,920 shares worth $42.6M. The position accounts for 1.36% of the portfolio, ranked #11.

Larson Financial Group first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $97.4M in Q1 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Larson Financial Group held 593,920 shares of Vanguard Morningstar Mid-Cap ETF worth $42.6M as of Q1 2026.
  • Larson Financial Group sold 151,552 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $11.3M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.36% of Larson Financial Group's portfolio in Q1 2026, its #11 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $97.4M in Q1 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.