Searcy Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Searcy Financial Services’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	$32.5M	Sell	402,845 -3,507	-0.9%	-$272K	10.89%	3
2026 Q1	$29.2M	Buy	406,352 +11,816	+3%	+$878K	10.82%	2
2025 Q4	$28.6M	Buy	394,536 +3,572	+0.9%	+$260K	10.61%	2
2025 Q3	$28.7M	Buy	390,964 +568	+0.1%	+$40.8K	10.91%	2
2025 Q2	$27.3M	Buy	390,396 +4,476	+1%	+$294K	11.1%	2
2025 Q1	$25M	Buy	385,920 +7,696	+2%	+$516K	10.8%	2
2024 Q4	$25M	Sell	378,224 -2,060	-0.5%	-$140K	11.53%	2
2024 Q3	$25.1M	Buy	380,284 +5,108	+1%	+$321K	11.77%	2
2024 Q2	$22.7M	Buy	375,176 +5,260	+1%	+$320K	11.33%	2
2024 Q1	$23.1M	Buy	369,916 +4,520	+1%	+$267K	11.76%	2
2023 Q4	$21.3M	Buy	365,396 +4,640	+1%	+$248K	11.79%	3
2023 Q3	$18.8M	Buy	360,756 +6,208	+2%	+$340K	11.35%	4
2023 Q2	$19.5M	Buy	354,548 +3,628	+1%	+$190K	11.33%	3
2023 Q1	$18.5M	Buy	350,920 +1,196	+0.3%	+$63.6K	11.41%	4
2022 Q4	$17.8M	Buy	349,724 +5,476	+2%	+$279K	10.36%	4
2022 Q3	$16.2M	Buy	344,248 +5,500	+2%	+$287K	10.25%	4
2022 Q2	$16.7M	Buy	338,748 +8,320	+3%	+$450K	10.35%	4
2022 Q1	$19.6M	Sell	330,428 -143,348	-30%	-$8.41M	11.53%	3
2021 Q4	$30.2M	Buy	473,776 +4,776	+1%	+$299K	13.51%	1
2021 Q3	$27.8M	Buy	469,000 +125,164	+36%	+$7.56M	16.96%	1
2021 Q2	$20.4M	Sell	343,836 -2,340	-0.7%	-$136K	12.36%	1
2021 Q1	$19.2M	Sell	346,176 -8,728	-2%	-$474K	12.14%	1
2020 Q4	$18.3M	Sell	354,904 -2,456	-0.7%	-$119K	10.96%	2
2020 Q3	$15.7M	Buy	357,360 +3,560	+1%	+$155K	11.78%	1
2020 Q2	$14.5M	Buy	353,800 +154,128	+77%	+$5.9M	12.08%	2
2020 Q1	$6.57M	Sell	199,672 -146,956	-42%	-$6.09M	9.33%	5
2019 Q4	$15.4M	Sell	346,628 -9,116	-3%	-$391K	11.08%	1
2019 Q3	$14.9M	Sell	355,744 -8,908	-2%	-$372K	11.04%	2
2019 Q2	$15.2M	Sell	364,652 -2,328	-0.6%	-$95.3K	11.96%	2
2019 Q1	$14.7M	Buy	366,980 +1,768	+0.5%	+$68K	12.09%	2
2018 Q4	$12.6M	Buy	+365,212	New	+$13.7M	16%	3

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Searcy Financial Services's VO Position: Q2 2026 in Review

Searcy Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.86% in Q2 2026, selling an estimated $272K and leaving 402,845 shares worth $32.5M. The position accounts for 10.89% of the portfolio, ranked #3.

Searcy Financial Services first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Searcy Financial Services held 402,845 shares of Vanguard Morningstar Mid-Cap ETF worth $32.5M as of Q2 2026.
Searcy Financial Services sold 3,507 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $272K.
Vanguard Morningstar Mid-Cap ETF made up 10.89% of Searcy Financial Services's portfolio in Q2 2026, its #3 holding.
Searcy Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.