Orcam Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Orcam 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	$2.17M	Buy	26,906 +19,310	+254%	+$1.5M	1.06%	16
2026 Q1	$545K	Buy	7,596 +24	+0.3%	+$1.78K	0.39%	37
2025 Q4	$549K	Sell	7,572 -376	-5%	-$27.4K	0.41%	36
2025 Q3	$584K	Buy	7,948 +20	+0.3%	+$1.44K	0.47%	32
2025 Q2	$555K	Hold	7,928	–	–	0.48%	30
2025 Q1	$513K	Buy	7,928 +24	+0.3%	+$1.61K	0.48%	29
2024 Q4	$522K	Buy	7,904 +424	+6%	+$28.8K	0.5%	30
2024 Q3	$493K	Buy	7,480 +36	+0.5%	+$2.26K	0.48%	30
2024 Q2	$451K	Hold	7,444	–	–	0.48%	29
2024 Q1	$465K	Buy	7,444 +16	+0.2%	+$946	0.51%	28
2023 Q4	$432K	Buy	7,428 +24	+0.3%	+$1.28K	0.53%	25
2023 Q3	$385K	Buy	7,404 +16	+0.2%	+$877	0.52%	25
2023 Q2	$407K	Sell	7,388 -392	-5%	-$20.6K	0.56%	24
2023 Q1	$410K	Buy	+7,780	New	+$414K	0.57%	24
2022 Q1	–	Sell	-3,260	Closed	-$208K	–	38
2021 Q4	$208K	Buy	+3,260	New	+$204K	0.28%	34

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Orcam Financial Group's VO Position: Q2 2026 in Review

Orcam Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 254% in Q2 2026, buying an estimated $1.5M and bringing the position to 26,906 shares worth $2.17M. The position accounts for 1.06% of the portfolio, ranked #16.

Orcam Financial Group first reported a position in VO in Q4 2021 and has held it in 15 quarters since. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Orcam Financial Group held 26,906 shares of Vanguard Morningstar Mid-Cap ETF worth $2.17M as of Q2 2026.
Orcam Financial Group bought 19,310 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.5M.
Vanguard Morningstar Mid-Cap ETF made up 1.06% of Orcam Financial Group's portfolio in Q2 2026, its #16 holding.
Orcam Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.