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SFG Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SFG Wealth Management’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
Q1 		– Sell
-10,088
Closed -$732K – 135
2025
Q4 		$732K Buy
10,088
+2,552
+34% +$186K 0.29% 66
2025
Q3 		$553K Buy
7,536
+4
+0.1% +$287 0.24% 71
2025
Q2 		$527K Buy
7,532
+16
+0.2% +$1.05K 0.32% 44
2025
Q1 		$486K Buy
7,516
+48
+0.6% +$3.22K 0.24% 74
2024
Q4 		$493K Sell
7,468
-236
-3% -$16K 0.26% 56
2024
Q3 		$508K Sell
7,704
-396
-5% -$24.9K 0.27% 54
2024
Q2 		$490K Buy
8,100
+16
+0.2% +$972 0.28% 53
2024
Q1 		$505K Sell
8,084
-116
-1% -$6.86K 0.3% 47
2023
Q4 		$477K Buy
8,200
+56
+0.7% +$2.99K 0.32% 48
2023
Q3 		$424K Sell
8,144
-892
-10% -$48.9K 0.34% 48
2023
Q2 		$497K Sell
9,036
-192
-2% -$10.1K 0.42% 44
2023
Q1 		$487K Sell
9,228
-1,104
-11% -$58.7K 0.54% 33
2022
Q4 		$526K Buy
10,332
+4
+0% +$204 0.65% 31
2022
Q3 		$485K Buy
10,328
+4
+0% +$209 0.66% 33
2022
Q2 		$508K Sell
10,324
-2,396
-19% -$129K 0.59% 39
2022
Q1 		$756K Sell
12,720
-980
-7% -$57.5K 0.71% 38
2021
Q4 		$873K Buy
+13,700
New +$859K 0.78% 36

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SFG Wealth Management's VO Position: Q1 2026 in Review

SFG Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 10,088 shares — an estimated $732K sold.

SFG Wealth Management first reported a position in VO in Q4 2021 and held it in 17 quarters. The position peaked at $873K in Q4 2021. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • SFG Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 10,088 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $732K.
  • SFG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 17 quarters.
  • SFG Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $873K in Q4 2021.
  • 2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.