Redwood Financial Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Redwood Financial Network’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	$343K	Sell	4,256 -724	-15%	-$56.1K	0.19%	129
2026 Q1	$358K	Sell	4,980 -656	-12%	-$48.7K	0.23%	119
2025 Q4	$409K	Sell	5,636 -856	-13%	-$62.3K	0.26%	109
2025 Q3	$477K	Sell	6,492 -1,228	-16%	-$88.2K	0.3%	102
2025 Q2	$540K	Sell	7,720 -60	-0.8%	-$3.94K	0.36%	82
2025 Q1	$503K	Buy	7,780 +1,368	+21%	+$91.8K	0.38%	79
2024 Q4	$424K	Sell	6,412 -308	-5%	-$20.9K	0.32%	96
2024 Q3	$443K	Buy	6,720 +996	+17%	+$62.5K	0.35%	93
2024 Q2	$346K	Sell	5,724 -164	-3%	-$9.97K	0.29%	103
2024 Q1	$368K	Sell	5,888 -116	-2%	-$6.86K	0.32%	96
2023 Q4	$349K	Sell	6,004 -344	-5%	-$18.4K	0.34%	94
2023 Q3	$331K	Sell	6,348 -1,252	-16%	-$68.7K	0.35%	88
2023 Q2	$418K	Sell	7,600 -124	-2%	-$6.5K	0.39%	89
2023 Q1	$407K	Buy	7,724 +260	+3%	+$13.8K	0.41%	83
2022 Q4	$380K	Sell	7,464 -2,692	-27%	-$137K	0.43%	76
2022 Q3	$477K	Sell	10,156 -236	-2%	-$12.3K	0.54%	65
2022 Q2	$512K	Buy	10,392 +852	+9%	+$46K	0.56%	62
2022 Q1	$567K	Buy	+9,540	New	+$560K	0.53%	66

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

Redwood Financial Network's VO Position: Q2 2026 in Review

Redwood Financial Network reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, selling an estimated $56.1K and leaving 4,256 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #129.

Redwood Financial Network first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $567K in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Redwood Financial Network held 4,256 shares of Vanguard Morningstar Mid-Cap ETF worth $343K as of Q2 2026.
Redwood Financial Network sold 724 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $56.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Redwood Financial Network's portfolio in Q2 2026, its #129 holding.
Redwood Financial Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's Vanguard Morningstar Mid-Cap ETF position peaked at $567K in Q1 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.