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Strengthening Families & Communities LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strengthening Families & Communities LLC’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 		$2.96M Buy
36,710
+86
+0.2% +$6.67K 0.66% 49
2026
Q1 		$2.63M Buy
+36,624
New +$2.72M 0.66% 48
2025
Q4 		– Sell
-45,876
Closed -$3.34M – 738
2025
Q3 		$3.34M Buy
45,876
+42,392
+1,217% +$3.04M 0.74% 37
2025
Q2 		$225K Buy
3,484
+188
+6% +$12.3K 0.13% 81
2025
Q1 		$199K Sell
3,296
-80
-2% -$5.37K 0.12% 79
2024
Q4 		$223K Sell
3,376
-39,460
-92% -$2.68M 0.13% 82
2024
Q3 		$2.83M Buy
42,836
+5,220
+14% +$328K 0.72% 45
2024
Q2 		$2.28M Buy
+37,616
New +$2.29M 0.65% 47
2023
Q4 		– Sell
-22,908
Closed -$1.19M – 394
2023
Q3 		$1.19M Buy
22,908
+2,292
+11% +$126K 0.52% 69
2023
Q2 		$1.13M Buy
20,616
+19,640
+2,012% +$1.03M 0.49% 65
2023
Q1 		$51.5K Sell
976
-16,276
-94% -$866K 1.05% 30
2022
Q4 		$879K Buy
17,252
+1,908
+12% +$97.2K 0.53% 64
2022
Q3 		$720K Buy
15,344
+7,652
+99% +$400K 0.38% 78
2022
Q2 		$453K Buy
7,692
+416
+6% +$22.5K 0.27% 84
2022
Q1 		$433K Buy
7,276
+6,676
+1,113% +$392K 0.27% 84
2021
Q4 		$38 Buy
+600
New +$37.6K 0.01% 153

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Strengthening Families & Communities LLC's VO Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, buying an estimated $6.67K and bringing the position to 36,710 shares worth $2.96M. The position accounts for 0.66% of the portfolio, ranked #49.

Strengthening Families & Communities LLC first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.34M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strengthening Families & Communities LLC held 36,710 shares of Vanguard Morningstar Mid-Cap ETF worth $2.96M as of Q2 2026.
  • Strengthening Families & Communities LLC bought 86 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.66% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #49 holding.
  • Strengthening Families & Communities LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Strengthening Families & Communities LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $3.34M in Q3 2025.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.