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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
Q2 		$1.54M Sell
19,167
-377
-2% -$29.2K 0.8% 26
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mustard Seed Financial's VO Position: Q2 2026 in Review

Mustard Seed Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, selling an estimated $29.2K and leaving 19,167 shares worth $1.54M. The position accounts for 0.8% of the portfolio, ranked #26.

Mustard Seed Financial first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mustard Seed Financial held 19,167 shares of Vanguard Morningstar Mid-Cap ETF worth $1.54M as of Q2 2026.
  • Mustard Seed Financial sold 377 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.8% of Mustard Seed Financial's portfolio in Q2 2026, its #26 holding.
  • Mustard Seed Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Mustard Seed Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $1.66M in Q3 2025.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.