MHS
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M Holdings Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-15,648
Closed -$861K – 307
2023
Q2 		$861K Sell
15,648
-104,004
-87% -$5.45M 0.18% 79
2023
Q1 		$6.31M Buy
+119,652
New +$6.37M 0.65% 31

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

M Holdings Securities's VO Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 93,252 shares — an estimated $2.43M sold.

M Holdings Securities first reported a position in VO in Q3 2014 and held it in 27 quarters. The position peaked at $13.6M in Q1 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 93,252 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.43M.
  • M Holdings Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and held it in 27 quarters.
  • M Holdings Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q1 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.