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

Main Street 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	$24.9K	Buy	309 +1	+0.3%	+$78	0.01%	400
2026 Q1	$22.2K	Buy	+308	New	+$22.9K	0.01%	424
2025 Q4	–	Sell	-304	Closed	-$22.4K	–	600
2025 Q3	$22.4K	Hold	304	–	–	0.01%	391
2025 Q2	$21.3K	Sell	304 -220	-42%	-$14.4K	0.01%	384
2025 Q1	$33.8K	Sell	524 -120	-19%	-$8.05K	0.01%	309
2024 Q4	$42.3K	Buy	644 +4	+0.6%	+$272	0.02%	268
2024 Q3	$42.2K	Hold	640	–	–	0.02%	284
2024 Q2	$38.4K	Hold	640	–	–	0.02%	295
2024 Q1	$39.6K	Sell	640 -20	-3%	-$1.18K	0.02%	315
2023 Q4	$38.5K	Buy	+660	New	+$35.3K	0.01%	456

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Main Street Group's VO Position: Q2 2026 in Review

Main Street Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.32% in Q2 2026, buying an estimated $78 and bringing the position to 309 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #400.

Main Street Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.3K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Main Street Group held 309 shares of Vanguard Morningstar Mid-Cap ETF worth $24.9K as of Q2 2026.
Main Street Group bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Main Street Group's portfolio in Q2 2026, its #400 holding.
Main Street Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's Vanguard Morningstar Mid-Cap ETF position peaked at $42.3K in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.