Sunburst Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sunburst Financial Group’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	$355K	Sell	4,411 -1,073	-20%	-$83.2K	0.06%	97
2026 Q1	$394K	Buy	5,484 +1,852	+51%	+$138K	0.07%	90
2025 Q4	$263K	Buy	3,632 +4	+0.1%	+$291	0.05%	105
2025 Q3	$267K	Sell	3,628 -2,124	-37%	-$153K	0.06%	102
2025 Q2	$402K	Buy	5,752 +196	+4%	+$12.9K	0.09%	76
2025 Q1	$359K	Hold	5,556	–	–	0.09%	75
2024 Q4	$367K	Sell	5,556 -3,248	-37%	-$221K	0.09%	77
2024 Q3	$581K	Hold	8,804	–	–	0.15%	68
2024 Q2	$533K	Hold	8,804	–	–	0.14%	66
2024 Q1	$546K	Sell	8,804 -52	-0.6%	-$3.07K	0.15%	68
2023 Q4	$515K	Sell	8,856 -44	-0.5%	-$2.35K	0.16%	64
2023 Q3	$463K	Buy	8,900 +20	+0.2%	+$1.1K	0.16%	59
2023 Q2	$489K	Buy	8,880 +20	+0.2%	+$1.05K	0.17%	58
2023 Q1	$467K	Hold	8,860	–	–	0.17%	60
2022 Q4	$451K	Buy	+8,860	New	+$451K	0.18%	62

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sunburst Financial Group's VO Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, selling an estimated $83.2K and leaving 4,411 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #97.

Sunburst Financial Group first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $581K in Q3 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sunburst Financial Group held 4,411 shares of Vanguard Morningstar Mid-Cap ETF worth $355K as of Q2 2026.
Sunburst Financial Group sold 1,073 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $83.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Sunburst Financial Group's portfolio in Q2 2026, its #97 holding.
Sunburst Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Sunburst Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $581K in Q3 2024.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.