Searcy Financial Services
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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
Q3 		$30.7M Sell
391,186
-11,659
-3% -$948K 10.97% 2
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

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Creative Planning
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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

Searcy Financial Services's VO Position: Q3 2026 in Review

Searcy Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q3 2026, selling an estimated $948K and leaving 391,186 shares worth $30.7M. The position accounts for 10.97% of the portfolio, ranked #2.

Searcy Financial Services first reported a position in VO in Q4 2018 and has held it in 32 quarters since. The position peaked at $32.5M in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Searcy Financial Services held 391,186 shares of Vanguard Morningstar Mid-Cap ETF worth $30.7M as of Q3 2026.
  • Searcy Financial Services sold 11,659 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $948K.
  • Vanguard Morningstar Mid-Cap ETF made up 10.97% of Searcy Financial Services's portfolio in Q3 2026, its #2 holding.
  • Searcy Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Searcy Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $32.5M in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.