Retirement Guys Formula
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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
Q3 		$4.62M Sell
58,858
-17,119
-23% -$1.39M 1.71% 8
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Retirement Guys Formula's VO Position: Q3 2026 in Review

Retirement Guys Formula reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q3 2026, selling an estimated $1.39M and leaving 58,858 shares worth $4.62M. The position accounts for 1.71% of the portfolio, ranked #8.

Retirement Guys Formula first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.12M in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Retirement Guys Formula held 58,858 shares of Vanguard Morningstar Mid-Cap ETF worth $4.62M as of Q3 2026.
  • Retirement Guys Formula sold 17,119 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.39M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.71% of Retirement Guys Formula's portfolio in Q3 2026, its #8 holding.
  • Retirement Guys Formula first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Retirement Guys Formula's Vanguard Morningstar Mid-Cap ETF position peaked at $6.12M in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.