Nations Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.3M | Buy |
202,011
+4,355
| +2% | +$338K | 0.78% | 21 |
|
|
2026
Q1 | $14.2M | Buy |
197,656
+5,040
| +3% | +$374K | 0.73% | 24 |
|
|
2025
Q4 | $14M | Buy |
192,616
+2,600
| +1% | +$189K | 0.74% | 22 |
|
|
2025
Q3 | $14M | Sell |
190,016
-1,364
| -0.7% | -$98K | 0.87% | 16 |
|
|
2025
Q2 | $13.4M | Sell |
191,380
-9,904
| -5% | -$650K | 0.92% | 16 |
|
|
2025
Q1 | $13M | Sell |
201,284
-24,312
| -11% | -$1.63M | 0.99% | 14 |
|
|
2024
Q4 | $14.9M | Sell |
225,596
-14,628
| -6% | -$993K | 1.09% | 12 |
|
|
2024
Q3 | $15.8M | Buy |
240,224
+4,156
| +2% | +$261K | 1.15% | 12 |
|
|
2024
Q2 | $14.3M | Buy |
236,068
+424
| +0.2% | +$25.8K | 1.17% | 12 |
|
|
2024
Q1 | $14.7M | Sell |
235,644
-11,380
| -5% | -$673K | 1.24% | 12 |
|
|
2023
Q4 | $14.4M | Sell |
247,024
-16,928
| -6% | -$904K | 1.33% | 9 |
|
|
2023
Q3 | $13.7M | Buy |
263,952
+5,520
| +2% | +$303K | 1.38% | 10 |
|
|
2023
Q2 | $14.2M | Buy |
258,432
+4,544
| +2% | +$238K | 1.4% | 9 |
|
|
2023
Q1 | $13.4M | Buy |
253,888
+12,716
| +5% | +$677K | 1.4% | 8 |
|
|
2022
Q4 | $12.3M | Buy |
241,172
+16,728
| +7% | +$852K | 1.38% | 8 |
|
|
2022
Q3 | $10.5M | Sell |
224,444
-1,452
| -0.6% | -$75.9K | 1.53% | 9 |
|
|
2022
Q2 | $11.1M | Buy |
225,896
+37,108
| +20% | +$2M | 1.49% | 9 |
|
|
2022
Q1 | $11.2M | Buy |
188,788
+10,944
| +6% | +$642K | 1.35% | 12 |
|
|
2021
Q4 | $11.3M | Buy |
177,844
+11,760
| +7% | +$737K | 1.49% | 11 |
|
|
2021
Q3 | $9.83M | Buy |
166,084
+9,476
| +6% | +$573K | 1.49% | 10 |
|
|
2021
Q2 | $9.29M | Buy |
156,608
+18,384
| +13% | +$1.07M | 1.56% | 11 |
|
|
2021
Q1 | $7.65M | Buy |
138,224
+16,448
| +14% | +$893K | 1.74% | 10 |
|
|
2020
Q4 | $6.29M | Buy |
121,776
+14,100
| +13% | +$683K | 1.66% | 8 |
|
|
2020
Q3 | $4.75M | Buy |
107,676
+9,588
| +10% | +$418K | 1.47% | 12 |
|
|
2020
Q2 | $4.02M | Buy |
98,088
+23,576
| +32% | +$903K | 1.43% | 11 |
|
|
2020
Q1 | $2.45M | Buy |
74,512
+22,296
| +43% | +$923K | 1.05% | 19 |
|
|
2019
Q4 | $2.33M | Buy |
52,216
+1,232
| +2% | +$52.9K | 0.8% | 22 |
|
|
2019
Q3 | $2.16M | Buy |
50,984
+11,728
| +30% | +$490K | 0.78% | 24 |
|
|
2019
Q2 | $1.64M | Buy |
39,256
+324
| +0.8% | +$13.3K | 1.08% | 17 |
|
|
2019
Q1 | $1.56M | Buy |
38,932
+1,004
| +3% | +$38.6K | 1.07% | 18 |
|
|
2018
Q4 | $1.31M | Buy |
37,928
+396
| +1% | +$14.9K | 1.05% | 18 |
|
|
2018
Q3 | $1.54M | Buy |
37,532
+712
| +2% | +$29.1K | 1.1% | 17 |
|
|
2018
Q2 | $1.45M | Buy |
36,820
+788
| +2% | +$30.9K | 1.21% | 13 |
|
|
2018
Q1 | $1.39M | Buy |
36,032
+188
| +0.5% | +$7.4K | 1.27% | 13 |
|
|
2017
Q4 | $1.39M | Buy |
35,844
+648
| +2% | +$24.5K | 1.27% | 13 |
|
|
2017
Q3 | $1.29M | Buy |
35,196
+456
| +1% | +$16.4K | 1.26% | 13 |
|
|
2017
Q2 | $1.24M | Buy |
34,740
+1,176
| +4% | +$41.6K | 1.02% | 21 |
|
|
2017
Q1 | $1.17M | Buy |
33,564
+600
| +2% | +$20.6K | 1.14% | 19 |
|
|
2016
Q4 | $1.08M | Sell |
32,964
-11,228
| -25% | -$363K | 1.17% | 23 |
|
|
2016
Q3 | $1.43M | Buy |
44,192
+544
| +1% | +$17.5K | 1.42% | 13 |
|
|
2016
Q2 | $1.35M | Buy |
43,648
+640
| +1% | +$19.6K | 1.41% | 15 |
|
|
2016
Q1 | $1.3M | Buy |
43,008
+31,688
| +280% | +$896K | 1.5% | 14 |
|
|
2015
Q4 | $340K | Buy |
+11,320
| New | +$345K | 0.44% | 75 |
|
Other funds holding VO
Nations Financial Group's VO Position: Q2 2026 in Review
Nations Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $338K and bringing the position to 202,011 shares worth $16.3M. The position accounts for 0.78% of the portfolio, ranked #21.
Nations Financial Group first reported a position in VO in Q4 2015 and has held it in 43 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Nations Financial Group held 202,011 shares of Vanguard Morningstar Mid-Cap ETF worth $16.3M as of Q2 2026.
- Nations Financial Group bought 4,355 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $338K.
- Vanguard Morningstar Mid-Cap ETF made up 0.78% of Nations Financial Group's portfolio in Q2 2026, its #21 holding.
- Nations Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.