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

Midwest 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 Q2	$430K	Buy	5,339 +1,295	+32%	+$100K	0.15%	95
2026 Q1	$290K	Hold	4,044	–	–	0.12%	102
2025 Q4	$293K	Hold	4,044	–	–	0.13%	99
2025 Q3	$297K	Buy	4,044 +4	+0.1%	+$287	0.14%	95
2025 Q2	$283K	Buy	4,040 +360	+10%	+$23.6K	0.15%	92
2025 Q1	$238K	Buy	3,680 +68	+2%	+$4.56K	0.14%	95
2024 Q4	$239K	Buy	3,612 +364	+11%	+$24.7K	0.14%	99
2024 Q3	$214K	Buy	+3,248	New	+$204K	0.13%	102
2024 Q2	–	Sell	-3,248	Closed	-$203K	–	110
2024 Q1	$203K	Buy	+3,248	New	+$192K	0.14%	102

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

Midwest Financial Group's VO Position: Q2 2026 in Review

Midwest Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 32% in Q2 2026, buying an estimated $100K and bringing the position to 5,339 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #95.

Midwest Financial Group first reported a position in VO in Q1 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Midwest Financial Group held 5,339 shares of Vanguard Morningstar Mid-Cap ETF worth $430K as of Q2 2026.
Midwest Financial Group bought 1,295 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $100K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Midwest Financial Group's portfolio in Q2 2026, its #95 holding.
Midwest Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.