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O'Connor Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

O'Connor 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
Q2 		$11.2M Sell
138,964
-480
-0.3% -$37.2K 3.96% 11
2026
Q1 		$10M Buy
139,444
+188
+0.1% +$14K 4.1% 10
2025
Q4 		$10.4M Buy
139,256
+2,440
+2% +$177K 4.15% 10
2025
Q3 		$10M Buy
136,816
+2,072
+2% +$149K 4.21% 9
2025
Q2 		$9.55M Buy
134,744
+8,536
+7% +$560K 4.21% 10
2025
Q1 		$8.16M Sell
126,208
-880
-0.7% -$59.1K 4.24% 8
2024
Q4 		$8.39M Sell
127,088
-640
-0.5% -$43.4K 4.39% 9
2024
Q3 		$8.42M Buy
127,728
+4,740
+4% +$298K 4.43% 8
2024
Q2 		$7.44M Buy
122,988
+1,204
+1% +$73.2K 4.33% 9
2024
Q1 		$7.61M Buy
121,784
+80,008
+192% +$4.73M 4.53% 8
2023
Q4 		$2.43M Buy
41,776
+4,660
+13% +$249K 1.5% 20
2023
Q3 		$1.93M Buy
37,116
+8,352
+29% +$458K 1.32% 21
2023
Q2 		$1.58M Buy
28,764
+15,776
+121% +$827K 1.09% 21
2023
Q1 		$685K Buy
+12,988
New +$691K 0.51% 32

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

O'Connor Financial Group's VO Position: Q2 2026 in Review

O'Connor Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q2 2026, selling an estimated $37.2K and leaving 138,964 shares worth $11.2M. The position accounts for 3.96% of the portfolio, ranked #11.

O'Connor Financial Group first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • O'Connor Financial Group held 138,964 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q2 2026.
  • O'Connor Financial Group sold 480 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.96% of O'Connor Financial Group's portfolio in Q2 2026, its #11 holding.
  • O'Connor Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.