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

Strategic Financial Partners’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 		$233K Buy
3,244
+328
+11% +$24.4K 0.1% 73
2025
Q4 		$212K Hold
2,916
– – 0.09% 80
2025
Q3 		$214K Hold
2,916
– – 0.1% 78
2025
Q2 		$204K Buy
+2,916
New +$191K 0.09% 75
2024
Q2 		– Sell
-3,236
Closed -$202K – 73
2024
Q1 		$202K Buy
+3,236
New +$191K 0.11% 70
2023
Q3 		– Sell
-5,296
Closed -$291K – 72
2023
Q2 		$291K Buy
+5,296
New +$278K 0.17% 59
2023
Q1 		– Sell
-4,184
Closed -$213K – 75
2022
Q4 		$213K Buy
+4,184
New +$213K 0.13% 65
2022
Q3 		– Sell
-4,320
Closed -$213K – 67
2022
Q2 		$213K Buy
4,320
+4
+0.1% +$216 0.12% 62
2022
Q1 		$257K Sell
4,316
-144
-3% -$8.45K 0.13% 61
2021
Q4 		$284K Sell
4,460
-1,680
-27% -$105K 0.14% 59
2021
Q3 		$364K Buy
6,140
+4
+0.1% +$242 0.2% 50
2021
Q2 		$364K Sell
6,136
-196
-3% -$11.4K 0.2% 51
2021
Q1 		$350K Buy
6,332
+4
+0.1% +$217 0.21% 51
2020
Q4 		$327K Sell
6,328
-124
-2% -$6K 0.21% 53
2020
Q3 		$284K Sell
6,452
-444
-6% -$19.3K 0.22% 53
2020
Q2 		$283K Sell
6,896
-1,880
-21% -$72K 0.23% 51
2020
Q1 		$289K Sell
8,776
-5,552
-39% -$230K 0.31% 49
2019
Q4 		$638K Buy
+14,328
New +$615K 0.52% 32

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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Financial Partners's VO Position: Q1 2026 in Review

Strategic Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $24.4K and bringing the position to 3,244 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #73.

Strategic Financial Partners first reported a position in VO in Q4 2019 and has held it in 18 quarters since. The position peaked at $638K in Q4 2019. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Strategic Financial Partners held 3,244 shares of Vanguard Morningstar Mid-Cap ETF worth $233K as of Q1 2026.
  • Strategic Financial Partners bought 328 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Strategic Financial Partners's portfolio in Q1 2026, its #73 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $638K in Q4 2019.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.