Mustard Seed Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mustard Seed Financial’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	$1.4M	Sell	19,544 -1,008	-5%	-$74.9K	0.84%	25
2025 Q4	$1.49M	Sell	20,552 -2,024	-9%	-$147K	0.94%	24
2025 Q3	$1.66M	Buy	22,576 +96	+0.4%	+$6.89K	1.07%	22
2025 Q2	$1.57M	Sell	22,480 -24	-0.1%	-$1.57K	1.13%	22
2025 Q1	$1.45M	Buy	22,504 +912	+4%	+$61.2K	1.17%	22
2024 Q4	$1.43M	Sell	21,592 -100	-0.5%	-$6.79K	1.16%	22
2024 Q3	$1.43M	Sell	21,692 -40	-0.2%	-$2.51K	1.19%	22
2024 Q2	$1.32M	Sell	21,732 -100	-0.5%	-$6.08K	1.26%	21
2024 Q1	$1.36M	Sell	21,832 -1,180	-5%	-$69.7K	1.36%	20
2023 Q4	$1.34M	Buy	+23,012	New	+$1.23M	1.51%	16

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

Mustard Seed Financial's VO Position: Q1 2026 in Review

Mustard Seed Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q1 2026, selling an estimated $74.9K and leaving 19,544 shares worth $1.4M. The position accounts for 0.84% of the portfolio, ranked #25.

Mustard Seed Financial first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mustard Seed Financial held 19,544 shares of Vanguard Morningstar Mid-Cap ETF worth $1.4M as of Q1 2026.
Mustard Seed Financial sold 1,008 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $74.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.84% of Mustard Seed Financial's portfolio in Q1 2026, its #25 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $1.66M in Q3 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.