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

Mission 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
2025
Q1 		$204K Buy
+2,836
New +$190K 0.19% 143
2021
Q4 		$214K Buy
+2,948
New +$185K 0.2% 135

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mission Financial Group's VO Position: Q1 2025 in Review

Mission Financial Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025: 2,836 shares worth $204K. The stake represents 0.19% of the portfolio and ranks #143 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in VO as recently as Q4 2021.

Mission Financial Group first reported a position in VO in Q4 2021 and has held it in 2 quarters since. The position peaked at $214K in Q4 2021. 2,130 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Mission Financial Group held 2,836 shares of Vanguard Morningstar Mid-Cap ETF worth $204K as of Q1 2025.
  • Vanguard Morningstar Mid-Cap ETF was a new Mission Financial Group position in Q1 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Mission Financial Group's portfolio in Q1 2025, its #143 holding.
  • Mission Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Mission Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $214K in Q4 2021.
  • 2,130 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.