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Retirement Financial Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Retirement Financial Solutions’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 		$533K Buy
6,614
+282
+4% +$21.9K 0.13% 41
2026
Q1 		$454K Buy
6,332
+256
+4% +$19K 0.13% 41
2025
Q4 		$441K Buy
6,076
+44
+0.7% +$3.2K 0.13% 39
2025
Q3 		$443K Sell
6,032
-285,656
-98% -$20.5M 0.14% 38
2025
Q2 		$20.4M Sell
291,688
-17,852
-6% -$1.17M 7.18% 2
2025
Q1 		$20M Buy
309,540
+14,788
+5% +$992K 7.79% 2
2024
Q4 		$19.5M Sell
294,752
-2,176
-0.7% -$148K 10.5% 2
2024
Q3 		$19.6M Buy
296,928
+5,536
+2% +$348K 8.58% 5
2024
Q2 		$17.6M Buy
291,392
+33,500
+13% +$2.04M 8.3% 4
2024
Q1 		$16.1M Buy
257,892
+23,644
+10% +$1.4M 8.28% 5
2023
Q4 		$13.6M Buy
234,248
+20,560
+10% +$1.1M 7.72% 5
2023
Q3 		$11.1M Buy
213,688
+29,744
+16% +$1.63M 7.5% 8
2023
Q2 		$10.1M Buy
183,944
+26,084
+17% +$1.37M 6.96% 6
2023
Q1 		$8.32M Buy
157,860
+9,756
+7% +$519K 6.62% 6
2022
Q4 		$7.55M Buy
+148,104
New +$7.54M 6.41% 6

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

Retirement Financial Solutions's VO Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 6,614 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #41.

Retirement Financial Solutions first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.4M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Retirement Financial Solutions held 6,614 shares of Vanguard Morningstar Mid-Cap ETF worth $533K as of Q2 2026.
  • Retirement Financial Solutions bought 282 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Retirement Financial Solutions's portfolio in Q2 2026, its #41 holding.
  • Retirement Financial Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Financial Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $20.4M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.