Mosaic Financial Group’s Vanguard 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 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

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

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

Mosaic Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.11% in Q1 2026, buying an estimated $1.49K and bringing the position to 18,716 shares worth $1.34M. The position accounts for 0.95% of the portfolio, ranked #26.

Mosaic Financial Group first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mosaic Financial Group held 18,716 shares of Vanguard Mid-Cap ETF worth $1.34M as of Q1 2026.
Mosaic Financial Group bought 20 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.49K.
Vanguard Mid-Cap ETF made up 0.95% of Mosaic Financial Group's portfolio in Q1 2026, its #26 holding.
Mosaic Financial Group first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Vanguard Mid-Cap ETF position peaked at $1.37M in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.