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Main Street Financial Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Main Street Financial Solutions’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 		$2.9M Sell
35,973
-867
-2% -$67.2K 0.19% 115
2026
Q1 		$2.65M Sell
36,840
-888
-2% -$66K 0.19% 109
2025
Q4 		$2.74M Sell
37,728
-25,316
-40% -$1.84M 0.2% 95
2025
Q3 		$4.63M Sell
63,044
-1,716
-3% -$123K 0.3% 68
2025
Q2 		$4.53M Buy
64,760
+22,088
+52% +$1.45M 0.33% 64
2025
Q1 		$2.76M Buy
42,672
+6,492
+18% +$436K 0.24% 92
2024
Q4 		$2.39M Sell
36,180
-9,768
-21% -$663K 0.24% 88
2024
Q3 		$3.03M Sell
45,948
-1,024
-2% -$64.3K 0.28% 76
2024
Q2 		$2.84M Sell
46,972
-332
-0.7% -$20.2K 0.27% 76
2024
Q1 		$2.95M Sell
47,304
-88
-0.2% -$5.2K 0.32% 66
2023
Q4 		$2.76M Sell
47,392
-104
-0.2% -$5.56K 0.36% 53
2023
Q3 		$2.47M Sell
47,496
-536
-1% -$29.4K 0.35% 58
2023
Q2 		$2.64M Sell
48,032
-176
-0.4% -$9.23K 0.36% 53
2023
Q1 		$2.54M Sell
48,208
-8
-0% -$426 0.37% 54
2022
Q4 		$2.46M Sell
48,216
-184
-0.4% -$9.37K 0.39% 55
2022
Q3 		$2.27M Sell
48,400
-4,740
-9% -$248K 0.37% 55
2022
Q2 		$2.62M Sell
53,140
-1,068
-2% -$57.7K 0.34% 60
2022
Q1 		$3.22M Sell
54,208
-256
-0.5% -$15K 0.47% 43
2021
Q4 		$3.47M Buy
54,464
+808
+2% +$50.6K 0.49% 40
2021
Q3 		$3.18M Buy
53,656
+116
+0.2% +$7.01K 0.49% 43
2021
Q2 		$3.18M Sell
53,540
-1,024
-2% -$59.3K 0.51% 44
2021
Q1 		$3.02M Sell
54,564
-4,744
-8% -$257K 0.54% 42
2020
Q4 		$3.07M Buy
+59,308
New +$2.87M 0.63% 37

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 22.9% 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

Main Street Financial Solutions's VO Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, selling an estimated $67.2K and leaving 35,973 shares worth $2.9M. The position accounts for 0.19% of the portfolio, ranked #115.

Main Street Financial Solutions first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.63M in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Main Street Financial Solutions held 35,973 shares of Vanguard Morningstar Mid-Cap ETF worth $2.9M as of Q2 2026.
  • Main Street Financial Solutions sold 867 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $67.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Main Street Financial Solutions's portfolio in Q2 2026, its #115 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $4.63M in Q3 2025.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.