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

Stonebridge Financial Planning 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	$2.51M	Buy	31,134 +638	+2%	+$49.5K	0.8%	36
2026 Q1	$2.19M	Buy	30,496 +1,776	+6%	+$132K	0.8%	36
2025 Q4	$2.08M	Buy	28,720 +1,012	+4%	+$73.6K	0.75%	42
2025 Q3	$2.03M	Buy	27,708 +6,240	+29%	+$448K	0.76%	40
2025 Q2	$1.5M	Buy	21,468 +1,644	+8%	+$108K	0.63%	53
2025 Q1	$1.28M	Buy	19,824 +1,560	+9%	+$105K	0.59%	56
2024 Q4	$1.21M	Buy	18,264 +3,524	+24%	+$239K	0.54%	57
2024 Q3	$972K	Buy	14,740 +1,208	+9%	+$75.8K	0.46%	62
2024 Q2	$819K	Buy	13,532 +4,120	+44%	+$250K	0.41%	66
2024 Q1	$588K	Buy	9,412 +2,824	+43%	+$167K	0.31%	88
2023 Q4	$383K	Buy	+6,588	New	+$352K	0.22%	109
2022 Q3	–	Sell	-8,316	Closed	-$410K	–	123
2022 Q2	$410K	Buy	+8,316	New	+$449K	0.28%	82

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

Stonebridge Financial Planning Group's VO Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $49.5K and bringing the position to 31,134 shares worth $2.51M. The position accounts for 0.8% of the portfolio, ranked #36.

Stonebridge Financial Planning Group first reported a position in VO in Q2 2022 and has held it in 12 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Stonebridge Financial Planning Group held 31,134 shares of Vanguard Morningstar Mid-Cap ETF worth $2.51M as of Q2 2026.
Stonebridge Financial Planning Group bought 638 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $49.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.8% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #36 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 12 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.