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

SNS 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 		$682K Buy
+8,468
New +$656K 0.01% 339
2022
Q2 		– Sell
-3,472
Closed -$206K – 228
2022
Q1 		$206K Sell
3,472
-628
-15% -$36.8K 0.02% 198
2021
Q4 		$261K Sell
4,100
-256
-6% -$16K 0.03% 188
2021
Q3 		$258K Sell
4,356
-192
-4% -$11.6K 0.03% 176
2021
Q2 		$270K Sell
4,548
-44
-1% -$2.55K 0.03% 174
2021
Q1 		$254K Sell
4,592
-272
-6% -$14.8K 0.03% 174
2020
Q4 		$251K Sell
4,864
-1,920
-28% -$93K 0.04% 169
2020
Q3 		$299K Buy
6,784
+1,840
+37% +$80.2K 0.05% 154
2020
Q2 		$203K Buy
+4,944
New +$189K 0.04% 179
2020
Q1 		– Sell
-5,212
Closed -$232K – 237
2019
Q4 		$232K Sell
5,212
-168
-3% -$7.21K 0.04% 190
2019
Q3 		$225K Buy
5,380
+464
+9% +$19.4K 0.04% 175
2019
Q2 		$205K Buy
+4,916
New +$201K 0.04% 189
2014
Q1 		– Sell
-11,168
Closed -$307K – 130
2013
Q4 		$307K Buy
11,168
+420
+4% +$11.2K 0.14% 98
2013
Q3 		$275K Sell
10,748
-13,404
-55% -$336K 0.17% 81
2013
Q2 		$574K Buy
+24,152
New +$573K 0.22% 42

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SNS Financial Group's VO Position: Q2 2026 in Review

SNS Financial Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 8,468 shares worth $682K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in VO as recently as Q1 2022.

SNS Financial Group first reported a position in VO in Q2 2013 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • SNS Financial Group held 8,468 shares of Vanguard Morningstar Mid-Cap ETF worth $682K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new SNS Financial Group position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #339 holding.
  • SNS Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.