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

Mosaic 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	$1.51M	Buy	18,731 +15	+0.1%	+$1.16K	0.97%	26
2026 Q1	$1.34M	Buy	18,716 +20	+0.1%	+$1.49K	0.95%	26
2025 Q4	$1.36M	Buy	18,696 +16	+0.1%	+$1.16K	0.93%	27
2025 Q3	$1.37M	Buy	18,680 +20	+0.1%	+$1.44K	0.98%	28
2025 Q2	$1.3M	Hold	18,660	–	–	1%	27
2025 Q1	$1.21M	Buy	18,660 +28	+0.2%	+$1.88K	0.98%	27
2024 Q4	$1.23M	Buy	18,632 +172	+0.9%	+$11.7K	0.88%	28
2024 Q3	$1.22M	Sell	18,460 -728	-4%	-$45.7K	0.86%	32
2024 Q2	$1.16M	Buy	19,188 +508	+3%	+$30.9K	0.83%	33
2024 Q1	$1.17M	Buy	+18,680	New	+$1.1M	0.93%	31

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

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

Mosaic Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, buying an estimated $1.16K and bringing the position to 18,731 shares worth $1.51M. The position accounts for 0.97% of the portfolio, ranked #26.

Mosaic Financial Group first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mosaic Financial Group held 18,731 shares of Vanguard Morningstar Mid-Cap ETF worth $1.51M as of Q2 2026.
Mosaic Financial Group bought 15 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
Vanguard Morningstar Mid-Cap ETF made up 0.97% of Mosaic Financial Group's portfolio in Q2 2026, its #26 holding.
Mosaic Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.