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Retirement Guys Formula’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Retirement Guys Formula’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 		$6.12M Buy
75,977
+16,129
+27% +$1.25M 2.3% 4
2026
Q1 		$4.3M Buy
59,848
+2,212
+4% +$164K 1.98% 6
2025
Q4 		$4.18M Buy
57,636
+2,336
+4% +$170K 1.91% 8
2025
Q3 		$4.06M Sell
55,300
-288
-0.5% -$20.7K 1.43% 15
2025
Q2 		$3.89M Sell
55,588
-104
-0.2% -$6.83K 1.48% 14
2025
Q1 		$3.6M Buy
55,692
+5,876
+12% +$394K 1.79% 10
2024
Q4 		$3.29M Buy
49,816
+2,516
+5% +$171K 1.66% 9
2024
Q3 		$3.12M Sell
47,300
-1,764
-4% -$111K 1.45% 10
2024
Q2 		$2.97M Buy
49,064
+232
+0.5% +$14.1K 1.42% 13
2024
Q1 		$3.05M Sell
48,832
-3,444
-7% -$204K 1.49% 11
2023
Q4 		$3.04M Sell
52,276
-2,156
-4% -$115K 1.63% 13
2023
Q3 		$2.83M Sell
54,432
-1,696
-3% -$93K 1.97% 10
2023
Q2 		$3.09M Sell
56,128
-5,336
-9% -$280K 1.79% 13
2023
Q1 		$3.24M Sell
61,464
-64
-0.1% -$3.4K 2.32% 8
2022
Q4 		$3.14M Sell
61,528
-14,704
-19% -$749K 2.57% 7
2022
Q3 		$3.58M Buy
76,232
+2,436
+3% +$127K 3.77% 4
2022
Q2 		$3.63M Buy
73,796
+3,252
+5% +$176K 3.73% 7
2022
Q1 		$4.19M Buy
70,544
+62,196
+745% +$3.65M 2.81% 9
2021
Q4 		$531K Buy
+8,348
New +$523K 0.42% 48

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 Guys Formula's VO Position: Q2 2026 in Review

Retirement Guys Formula increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, buying an estimated $1.25M and bringing the position to 75,977 shares worth $6.12M. The position accounts for 2.3% of the portfolio, ranked #4.

Retirement Guys Formula first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Retirement Guys Formula held 75,977 shares of Vanguard Morningstar Mid-Cap ETF worth $6.12M as of Q2 2026.
  • Retirement Guys Formula bought 16,129 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.3% of Retirement Guys Formula's portfolio in Q2 2026, its #4 holding.
  • Retirement Guys Formula first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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