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Stephens Consulting’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stephens Consulting’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
2025
Q4 		$25.7M Buy
354,072
+3,092
+0.9% +$225K 8.3% 4
2025
Q3 		$25.8M Sell
350,980
-211,488
-38% -$15.2M 8.82% 4
2025
Q2 		$39.3M Buy
562,468
+4,052
+0.7% +$266K 9.33% 3
2025
Q1 		$36.1M Buy
558,416
+12,700
+2% +$852K 9.05% 3
2024
Q4 		$36M Buy
545,716
+4,268
+0.8% +$290K 9.02% 3
2024
Q3 		$35.7M Buy
541,448
+6,840
+1% +$429K 9.11% 3
2024
Q2 		$32.4M Sell
534,608
-40,652
-7% -$2.47M 9.19% 3
2024
Q1 		$35.9M Sell
575,260
-17,200
-3% -$1.02M 11.02% 2
2023
Q4 		$34.5M Buy
592,460
+68,760
+13% +$3.67M 11.67% 2
2023
Q3 		$27.3M Buy
523,700
+11,020
+2% +$604K 11.07% 2
2023
Q2 		$28.2M Buy
512,680
+274,920
+116% +$14.4M 11.18% 2
2023
Q1 		$12.5M Buy
237,760
+29,140
+14% +$1.55M 7.56% 3
2022
Q4 		$10.6M Buy
208,620
+24,380
+13% +$1.24M 7.06% 3
2022
Q3 		$8.66M Buy
184,240
+9,824
+6% +$513K 7.78% 3
2022
Q2 		$8.59M Buy
174,416
+4,212
+2% +$228K 6.99% 4
2022
Q1 		$10.1M Buy
170,204
+22,984
+16% +$1.35M 8.28% 3
2021
Q4 		$9.38M Buy
+147,220
New +$9.23M 7.76% 2

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Consulting's VO Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.88% in Q4 2025, buying an estimated $225K and bringing the position to 354,072 shares worth $25.7M. The position accounts for 8.3% of the portfolio, ranked #4.

Stephens Consulting first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $39.3M in Q2 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Stephens Consulting held 354,072 shares of Vanguard Morningstar Mid-Cap ETF worth $25.7M as of Q4 2025.
  • Stephens Consulting bought 3,092 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $225K.
  • Vanguard Morningstar Mid-Cap ETF made up 8.3% of Stephens Consulting's portfolio in Q4 2025, its #4 holding.
  • Stephens Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard Morningstar Mid-Cap ETF position peaked at $39.3M in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.