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Silver Grove Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Silver Grove Financial Group’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 		$77.2K Sell
958
-2,514
-72% -$195K 0.04% 303
2026
Q1 		$249K Buy
+3,472
New +$258K 0.2% 101

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Morgan Stanley
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Creative Planning
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Silver Grove Financial Group's VO Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 72% in Q2 2026, selling an estimated $195K and leaving 958 shares worth $77.2K. The position accounts for 0.04% of the portfolio, ranked #303.

Silver Grove Financial Group first reported a position in VO in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Silver Grove Financial Group held 958 shares of Vanguard Morningstar Mid-Cap ETF worth $77.2K as of Q2 2026.
  • Silver Grove Financial Group sold 2,514 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $195K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Silver Grove Financial Group's portfolio in Q2 2026, its #303 holding.
  • Silver Grove Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Silver Grove Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $249K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.