Sound Stewardship’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sound Stewardship’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	Buy	3,499 +211	+6%	+$16.4K	0.12%	60
2026 Q1	$236K	Buy	3,288 +4	+0.1%	+$297	0.11%	58
2025 Q4	$238K	Buy	3,284 +4	+0.1%	+$291	0.11%	58
2025 Q3	$241K	Buy	3,280 +8	+0.2%	+$575	0.12%	62
2025 Q2	$229K	Hold	3,272	–	–	0.12%	59
2025 Q1	$212K	Sell	3,272 -84	-3%	-$5.64K	0.12%	60
2024 Q4	$222K	Sell	3,356 -100	-3%	-$6.79K	0.13%	57
2024 Q3	$228K	Buy	3,456 +4	+0.1%	+$251	0.13%	55
2024 Q2	$209K	Hold	3,452	–	–	0.13%	56
2024 Q1	$216K	Sell	3,452 -28	-0.8%	-$1.66K	0.13%	60
2023 Q4	$202K	Buy	+3,480	New	+$186K	0.13%	65

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

Sound Stewardship's VO Position: Q2 2026 in Review

Sound Stewardship increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,499 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #60.

Sound Stewardship first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sound Stewardship held 3,499 shares of Vanguard Morningstar Mid-Cap ETF worth $282K as of Q2 2026.
Sound Stewardship bought 211 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Sound Stewardship's portfolio in Q2 2026, its #60 holding.
Sound Stewardship first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.