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

Oxford 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
Q1 		$1.88M Sell
26,184
-328
-1% -$24.4K 0.1% 63
2025
Q4 		$1.92M Sell
26,512
-3,424
-11% -$249K 0.11% 61
2025
Q3 		$2.2M Sell
29,936
-12
-0% -$862 0.12% 60
2025
Q2 		$2.1M Buy
29,948
+120
+0.4% +$7.88K 0.12% 57
2025
Q1 		$1.93M Buy
29,828
+16
+0.1% +$1.07K 0.14% 53
2024
Q4 		$1.97M Sell
29,812
-6,492
-18% -$441K 0.13% 58
2024
Q3 		$2.39M Sell
36,304
-364
-1% -$22.9K 0.15% 52
2024
Q2 		$2.22M Buy
36,668
+14,824
+68% +$901K 0.15% 58
2024
Q1 		$1.36M Buy
21,844
+7,776
+55% +$460K 0.09% 69
2023
Q4 		$818K Buy
14,068
+856
+6% +$45.7K 0.06% 97
2023
Q3 		$688K Hold
13,212
– – 0.06% 100
2023
Q2 		$727K Buy
13,212
+116
+0.9% +$6.08K 0.07% 98
2023
Q1 		$691K Hold
13,096
– – 0.08% 87
2022
Q4 		$667K Sell
13,096
-472
-3% -$24K 0.08% 88
2022
Q3 		$638K Sell
13,568
-176
-1% -$9.2K 0.1% 83
2022
Q2 		$677K Hold
13,744
– – 0.1% 85
2022
Q1 		$817K Buy
13,744
+3,288
+31% +$193K 0.1% 86
2021
Q4 		$666K Hold
10,456
– – 0.07% 101
2021
Q3 		$619K Buy
10,456
+860
+9% +$52K 0.08% 99
2021
Q2 		$569K Buy
9,596
+1,384
+17% +$80.2K 0.08% 106
2021
Q1 		$454K Hold
8,212
– – 0.06% 116
2020
Q4 		$424K Hold
8,212
– – 0.06% 119
2020
Q3 		$362K Sell
8,212
-684
-8% -$29.8K 0.06% 121
2020
Q2 		$365K Hold
8,896
– – 0.06% 112
2020
Q1 		$293K Buy
+8,896
New +$368K 0.06% 119

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Oxford Financial Group's VO Position: Q1 2026 in Review

Oxford Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q1 2026, selling an estimated $24.4K and leaving 26,184 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #63.

Oxford Financial Group first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.39M in Q3 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Oxford Financial Group held 26,184 shares of Vanguard Morningstar Mid-Cap ETF worth $1.88M as of Q1 2026.
  • Oxford Financial Group sold 328 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Oxford Financial Group's portfolio in Q1 2026, its #63 holding.
  • Oxford Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.39M in Q3 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.