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

Sharp 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	$282K	Sell	3,496 -112	-3%	-$8.68K	0.13%	108
2026 Q1	$259K	Buy	3,608 +208	+6%	+$15.5K	0.13%	100
2025 Q4	$247K	Sell	3,400 -588	-15%	-$42.8K	0.12%	101
2025 Q3	$293K	Sell	3,988 -516	-11%	-$37.1K	0.16%	83
2025 Q2	$315K	Sell	4,504 -256	-5%	-$16.8K	0.2%	63
2025 Q1	$308K	Hold	4,760	–	–	0.24%	61
2024 Q4	$314K	Sell	4,760 -40	-0.8%	-$2.72K	0.24%	68
2024 Q3	$317K	Sell	4,800 -1,892	-28%	-$119K	0.24%	65
2024 Q2	$405K	Sell	6,692 -6,360	-49%	-$386K	0.35%	57
2024 Q1	$815K	Sell	13,052 -4,040	-24%	-$239K	0.76%	25
2023 Q4	$994K	Buy	+17,092	New	+$913K	1.08%	20

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Sharp Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $8.68K and leaving 3,496 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #108.

Sharp Financial Services first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $994K in Q4 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sharp Financial Services held 3,496 shares of Vanguard Morningstar Mid-Cap ETF worth $282K as of Q2 2026.
Sharp Financial Services sold 112 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.68K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Sharp Financial Services's portfolio in Q2 2026, its #108 holding.
Sharp Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $994K in Q4 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.