Summit Financial Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Summit Financial Strategies’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	$3.63M	Buy	44,997 +1,853	+4%	+$144K	0.25%	37
2026 Q1	$3.1M	Buy	43,144 +2,820	+7%	+$210K	0.24%	39
2025 Q4	$2.93M	Buy	40,324 +1,676	+4%	+$122K	0.24%	42
2025 Q3	$2.84M	Buy	38,648 +396	+1%	+$28.4K	0.24%	41
2025 Q2	$2.68M	Buy	38,252 +8,952	+31%	+$588K	0.25%	41
2025 Q1	$1.89M	Buy	29,300 +3,504	+14%	+$235K	0.19%	43
2024 Q4	$1.7M	Buy	25,796 +2,320	+10%	+$158K	0.19%	44
2024 Q3	$1.55M	Buy	23,476 +768	+3%	+$48.2K	0.17%	43
2024 Q2	$1.37M	Buy	22,708 +3,556	+19%	+$216K	0.17%	44
2024 Q1	$1.2M	Buy	19,152 +1,604	+9%	+$94.8K	0.17%	46
2023 Q4	$1.02M	Buy	17,548 +2,316	+15%	+$124K	0.16%	48
2023 Q3	$793K	Buy	15,232 +2,076	+16%	+$114K	0.15%	51
2023 Q2	$724K	Buy	13,156 +3,196	+32%	+$168K	0.14%	55
2023 Q1	$525K	Buy	9,960 +6,024	+153%	+$320K	0.1%	66
2022 Q4	$201K	Buy	+3,936	New	+$200K	0.04%	114

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Summit Financial Strategies's VO Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $144K and bringing the position to 44,997 shares worth $3.63M. The position accounts for 0.25% of the portfolio, ranked #37.

Summit Financial Strategies first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Summit Financial Strategies held 44,997 shares of Vanguard Morningstar Mid-Cap ETF worth $3.63M as of Q2 2026.
Summit Financial Strategies bought 1,853 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $144K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of Summit Financial Strategies's portfolio in Q2 2026, its #37 holding.
Summit Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.