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Sunrise Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sunrise Financial Services’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 		$129K Sell
1,600
-488
-23% -$37.8K 0.08% 80
2026
Q1 		$150K Buy
+2,088
New +$155K 0.11% 68

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

Sunrise Financial Services's VO Position: Q2 2026 in Review

Sunrise Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2026, selling an estimated $37.8K and leaving 1,600 shares worth $129K. The position accounts for 0.08% of the portfolio, ranked #80.

Sunrise Financial Services first reported a position in VO in Q1 2026 and has held it in 2 quarters since. The position peaked at $150K in Q1 2026. 2,469 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sunrise Financial Services held 1,600 shares of Vanguard Morningstar Mid-Cap ETF worth $129K as of Q2 2026.
  • Sunrise Financial Services sold 488 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Sunrise Financial Services's portfolio in Q2 2026, its #80 holding.
  • Sunrise Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $150K in Q1 2026.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.