Morris Financial Concepts’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Morris Financial Concepts’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	$81.5K	Hold	1,012	–	–	0.03%	149
2026 Q1	$72.7K	Hold	1,012	–	–	0.02%	150
2025 Q4	$73.4K	Hold	1,012	–	–	0.03%	148
2025 Q3	$74.3K	Hold	1,012	–	–	0.03%	150
2025 Q2	$70.8K	Hold	1,012	–	–	0.03%	149
2025 Q1	$65.4K	Hold	1,012	–	–	0.03%	148
2024 Q4	$66.8K	Sell	1,012 -112	-10%	-$7.6K	0.03%	139
2024 Q3	$74.2K	Hold	1,124	–	–	0.03%	140
2024 Q2	$68.1K	Hold	1,124	–	–	0.03%	117
2024 Q1	$70.3K	Sell	1,124 -72	-6%	-$4.25K	0.04%	113
2023 Q4	$69.6K	Hold	1,196	–	–	0.04%	111
2023 Q3	$62.3K	Hold	1,196	–	–	0.04%	101
2023 Q2	$65.8K	Hold	1,196	–	–	0.04%	100
2023 Q1	$63K	Sell	1,196 -24	-2%	-$1.28K	0.04%	100
2022 Q4	$62.1K	Sell	1,220 -560	-31%	-$28.5K	0.05%	95
2022 Q3	$84K	Buy	1,780 +4	+0.2%	+$209	0.09%	74
2022 Q2	$87K	Buy	1,776 +4	+0.2%	+$216	0.08%	78
2022 Q1	$105K	Buy	1,772 +1,024	+137%	+$60.1K	0.09%	78
2021 Q4	$48K	Buy	+748	New	+$46.9K	0.04%	79

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

Morris Financial Concepts's VO Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,012 shares worth $81.5K. The position accounts for 0.03% of the portfolio, ranked #149.

Morris Financial Concepts first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $105K in Q1 2022. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Morris Financial Concepts held 1,012 shares of Vanguard Morningstar Mid-Cap ETF worth $81.5K as of Q2 2026.
Morris Financial Concepts left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Morris Financial Concepts's portfolio in Q2 2026, its #149 holding.
Morris Financial Concepts first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Vanguard Morningstar Mid-Cap ETF position peaked at $105K in Q1 2022.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.