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Strategic Financial Concepts’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-3,844
Closed -$249K – 369
2025
Q1 		$249K Sell
3,844
-844
-18% -$56.6K 0.05% 268
2024
Q4 		$309K Buy
4,688
+292
+7% +$19.8K 0.06% 235
2024
Q3 		$290K Buy
4,396
+4,360
+12,111% +$274K 0.09% 176
2024
Q2 		$2.14K Buy
+36
New +$2.19K ﹤0.01% 549

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Strategic Financial Concepts's VO Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 3,844 shares — an estimated $249K sold.

Strategic Financial Concepts first reported a position in VO in Q2 2024 and held it in 4 quarters. The position peaked at $309K in Q4 2024. 2,174 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,844 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $249K.
  • Strategic Financial Concepts first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Vanguard Morningstar Mid-Cap ETF position peaked at $309K in Q4 2024.
  • 2,174 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.