Midwest Financial Group’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Midwest Financial Group's VO Position: Q1 2026 in Review

Midwest Financial Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,044 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #102.

Midwest Financial Group first reported a position in VO in Q1 2024 and has held it in 8 quarters since. The position peaked at $297K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Midwest Financial Group held 4,044 shares of Vanguard Mid-Cap ETF worth $290K as of Q1 2026.
Midwest Financial Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.12% of Midwest Financial Group's portfolio in Q1 2026, its #102 holding.
Midwest Financial Group first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Midwest Financial Group's Vanguard Mid-Cap ETF position peaked at $297K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.