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My Personal CFO LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

My Personal CFO LLC’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 		$2.99M Sell
37,052
-4,892
-12% -$379K 1.17% 21
2026
Q1 		$3.01M Sell
41,944
-4,368
-9% -$325K 1.32% 19
2025
Q4 		$3.36M Buy
46,312
+41,952
+962% +$3.05M 1.4% 16
2025
Q3 		$320K Sell
4,360
-51,380
-92% -$3.69M 0.12% 69
2025
Q2 		$3.9M Sell
55,740
-612
-1% -$40.2K 1.77% 14
2025
Q1 		$3.64M Buy
56,352
+136
+0.2% +$9.13K 1.84% 12
2024
Q4 		$3.71M Buy
56,216
+9,916
+21% +$673K 1.9% 11
2024
Q3 		$3.05M Sell
46,300
-3,788
-8% -$238K 1.67% 14
2024
Q2 		$3.03M Buy
50,088
+10,004
+25% +$608K 1.62% 14
2024
Q1 		$2.5M Buy
40,084
+4,556
+13% +$269K 1.44% 17
2023
Q4 		$2.07M Buy
35,528
+10,316
+41% +$551K 1.35% 18
2023
Q3 		$1.31M Buy
25,212
+128
+0.5% +$7.02K 1.06% 27
2023
Q2 		$1.38M Buy
+25,084
New +$1.32M 1.08% 27
2023
Q1 		– Sell
-3,268
Closed -$166K – 799
2022
Q4 		$166K Buy
+3,268
New +$166K 0.15% 73

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

My Personal CFO LLC's VO Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $379K and leaving 37,052 shares worth $2.99M. The position accounts for 1.17% of the portfolio, ranked #21.

My Personal CFO LLC first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • My Personal CFO LLC held 37,052 shares of Vanguard Morningstar Mid-Cap ETF worth $2.99M as of Q2 2026.
  • My Personal CFO LLC sold 4,892 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.17% of My Personal CFO LLC's portfolio in Q2 2026, its #21 holding.
  • My Personal CFO LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • My Personal CFO LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $3.9M in Q2 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.