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

Sovereign 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 		$872K Buy
10,817
+413
+4% +$32K 0.13% 144
2026
Q1 		$747K Sell
10,404
-1,820
-15% -$135K 0.13% 153
2025
Q4 		$887K Sell
12,224
-472
-4% -$34.3K 0.15% 125
2025
Q3 		$932K Buy
12,696
+324
+3% +$23.3K 0.17% 112
2025
Q2 		$865K Buy
12,372
+240
+2% +$15.8K 0.18% 107
2025
Q1 		$784K Sell
12,132
-284
-2% -$19.1K 0.18% 106
2024
Q4 		$820K Sell
12,416
-20
-0.2% -$1.36K 0.19% 106
2024
Q3 		$820K Buy
12,436
+540
+5% +$33.9K 0.19% 103
2024
Q2 		$720K Sell
11,896
-968
-8% -$58.8K 0.18% 113
2024
Q1 		$804K Buy
12,864
+1,352
+12% +$79.9K 0.21% 92
2023
Q4 		$670K Sell
11,512
-2,220
-16% -$119K 0.2% 94
2023
Q3 		$715K Sell
13,732
-9,044
-40% -$496K 0.25% 80
2023
Q2 		$1.25M Buy
22,776
+676
+3% +$35.4K 0.41% 58
2023
Q1 		$1.17M Sell
22,100
-768
-3% -$40.9K 0.43% 58
2022
Q4 		$1.17M Sell
22,868
-3,968
-15% -$202K 0.46% 58
2022
Q3 		$1.26M Sell
26,836
-2,236
-8% -$117K 0.51% 48
2022
Q2 		$1.43M Sell
29,072
-892
-3% -$48.2K 0.56% 47
2022
Q1 		$1.78M Buy
29,964
+6,188
+26% +$363K 0.66% 41
2021
Q4 		$1.51M Buy
23,776
+16,456
+225% +$1.03M 0.61% 46
2021
Q3 		$433K Sell
7,320
-316
-4% -$19.1K 0.25% 92
2021
Q2 		$422K Hold
7,636
– – 0.26% 84
2021
Q1 		$422K Buy
7,636
+904
+13% +$49.1K 0.26% 82
2020
Q4 		$348K Buy
+6,732
New +$326K 0.25% 81

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 22.96% 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

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

Sovereign Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, buying an estimated $32K and bringing the position to 10,817 shares worth $872K. The position accounts for 0.13% of the portfolio, ranked #144.

Sovereign Financial Group first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q1 2022. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sovereign Financial Group held 10,817 shares of Vanguard Morningstar Mid-Cap ETF worth $872K as of Q2 2026.
  • Sovereign Financial Group bought 413 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #144 holding.
  • Sovereign Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.78M in Q1 2022.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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