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Strategic Family Wealth Counselors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$3.33M Buy
46,388
+320
+0.7% +$23.8K 0.87% 34
2025
Q4 		$3.4M Buy
46,068
+1,988
+5% +$145K 0.76% 36
2025
Q3 		$3.24M Buy
44,080
+2,920
+7% +$210K 0.83% 35
2025
Q2 		$2.88M Sell
41,160
-2,296
-5% -$151K 0.82% 35
2025
Q1 		$2.81M Sell
43,456
-620
-1% -$41.6K 0.91% 35
2024
Q4 		$2.91M Buy
44,076
+1,260
+3% +$85.5K 0.95% 33
2024
Q3 		$2.82M Buy
42,816
+32
+0.1% +$2.01K 0.99% 32
2024
Q2 		$2.59M Buy
42,784
+3,484
+9% +$212K 0.98% 31
2024
Q1 		$2.45M Buy
39,300
+780
+2% +$46.1K 0.97% 31
2023
Q4 		$2.24M Buy
38,520
+552
+1% +$29.5K 0.94% 30
2023
Q3 		$1.98M Sell
37,968
-896
-2% -$49.1K 0.95% 30
2023
Q2 		$2.14M Buy
38,864
+520
+1% +$27.3K 0.98% 29
2023
Q1 		$2.02M Buy
38,344
+380
+1% +$20.2K 0.96% 28
2022
Q4 		$1.93M Buy
37,964
+2,944
+8% +$150K 0.96% 35
2022
Q3 		$1.65M Buy
35,020
+1,968
+6% +$103K 0.81% 30
2022
Q2 		$1.63M Sell
33,052
-80
-0.2% -$4.32K 0.78% 32
2022
Q1 		$1.97M Sell
33,132
-3,460
-9% -$203K 0.79% 30
2021
Q4 		$2.33M Buy
36,592
+13,924
+61% +$873K 0.75% 32
2021
Q3 		$1.34M Buy
22,668
+1,400
+7% +$84.6K 0.46% 34
2021
Q2 		$1.26M Sell
21,268
-548
-3% -$31.8K 0.41% 34
2021
Q1 		$1.21M Buy
21,816
+8
+0% +$434 0.46% 34
2020
Q4 		$1.13M Buy
21,808
+636
+3% +$30.8K 0.58% 34
2020
Q3 		$933K Buy
21,172
+2,456
+13% +$107K 0.52% 35
2020
Q2 		$767K Buy
18,716
+7,076
+61% +$271K 0.48% 39
2020
Q1 		$383K Sell
11,640
-14,844
-56% -$615K 0.29% 48
2019
Q4 		$1.18M Buy
26,484
+4,536
+21% +$195K 0.95% 25
2019
Q3 		$920K Hold
21,948
– – 0.7% 27
2019
Q2 		$917K Hold
21,948
– – 0.71% 27
2019
Q1 		$882K Buy
21,948
+11,096
+102% +$427K 0.71% 26
2018
Q4 		$375K Buy
+10,852
New +$407K 0.42% 41

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Family Wealth Counselors's VO Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.69% in Q1 2026, buying an estimated $23.8K and bringing the position to 46,388 shares worth $3.33M. The position accounts for 0.87% of the portfolio, ranked #34.

Strategic Family Wealth Counselors first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.4M in Q4 2025. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Strategic Family Wealth Counselors held 46,388 shares of Vanguard Morningstar Mid-Cap ETF worth $3.33M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 320 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $23.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.87% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #34 holding.
  • Strategic Family Wealth Counselors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.4M in Q4 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.