Marshall Financial Group (Maryland)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Marshall Financial Group (Maryland)’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	$420K	Buy	+5,214	New	+$404K	0.06%	227
2026 Q1	–	Sell	-6,476	Closed	-$470K	–	309
2025 Q4	$470K	Sell	6,476 -1,404	-18%	-$102K	0.09%	204
2025 Q3	$579K	Buy	7,880 +60	+0.8%	+$4.31K	0.11%	179
2025 Q2	$552K	Sell	7,820 -228	-3%	-$15K	0.11%	178
2025 Q1	$520K	Buy	8,048 +12	+0.1%	+$805	0.11%	161
2024 Q4	$531K	Buy	8,036 +28	+0.3%	+$1.9K	0.13%	149
2024 Q3	$528K	Buy	+8,008	New	+$503K	0.13%	153

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

Marshall Financial Group (Maryland)'s VO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 5,214 shares worth $420K. The stake represents 0.06% of the portfolio and ranks #227 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in VO as recently as Q4 2025.

Marshall Financial Group (Maryland) first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $579K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Marshall Financial Group (Maryland) held 5,214 shares of Vanguard Morningstar Mid-Cap ETF worth $420K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #227 holding.
Marshall Financial Group (Maryland) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Marshall Financial Group (Maryland)'s Vanguard Morningstar Mid-Cap ETF position peaked at $579K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.