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

Somnio 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	$15.8M	Buy	196,176 +2,256	+1%	+$175K	9.36%	3
2026 Q1	$13.9M	Buy	193,920 +4,500	+2%	+$334K	9.15%	3
2025 Q4	$13.7M	Buy	189,420 +3,592	+2%	+$261K	9.08%	3
2025 Q3	$13.6M	Buy	185,828 +244	+0.1%	+$17.5K	9.25%	3
2025 Q2	$13M	Buy	+185,584	New	+$12.2M	9.29%	3
2024 Q4	$11.6M	Buy	175,796 +5,628	+3%	+$382K	9.28%	3
2024 Q3	$11.2M	Buy	170,168 +2,168	+1%	+$136K	9.16%	3
2024 Q2	$10.2M	Buy	+168,000	New	+$10.2M	8.97%	3

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

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

Somnio Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $175K and bringing the position to 196,176 shares worth $15.8M. The position accounts for 9.36% of the portfolio, ranked #3.

Somnio Financial Group first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Somnio Financial Group held 196,176 shares of Vanguard Morningstar Mid-Cap ETF worth $15.8M as of Q2 2026.
Somnio Financial Group bought 2,256 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $175K.
Vanguard Morningstar Mid-Cap ETF made up 9.36% of Somnio Financial Group's portfolio in Q2 2026, its #3 holding.
Somnio Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Somnio Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.