Swisher Financial Concepts’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Swisher Financial Concepts’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	$625K	Sell	8,704 -112	-1%	-$8.32K	0.35%	44
2025 Q4	$640K	Sell	8,816 -80	-0.9%	-$5.82K	0.36%	44
2025 Q3	$653K	Sell	8,896 -4,792	-35%	-$344K	0.39%	45
2025 Q2	$958K	Sell	13,688 -5,672	-29%	-$372K	0.62%	29
2025 Q1	$1.25M	Sell	19,360 -7,856	-29%	-$527K	1.03%	18
2024 Q4	$1.8M	Sell	27,216 -145,796	-84%	-$9.9M	2.12%	14
2024 Q3	$10.7M	Buy	173,012 +52,208	+43%	+$3.28M	6.74%	3
2024 Q2	$7.29M	Buy	120,804 +192	+0.2%	+$11.7K	7.39%	4
2024 Q1	$7.34M	Buy	120,612 +4,704	+4%	+$278K	6.39%	4
2023 Q4	$6.58M	Buy	+115,908	New	+$6.19M	6.34%	4

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Swisher Financial Concepts's VO Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q1 2026, selling an estimated $8.32K and leaving 8,704 shares worth $625K. The position accounts for 0.35% of the portfolio, ranked #44.

Swisher Financial Concepts first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q3 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Swisher Financial Concepts held 8,704 shares of Vanguard Morningstar Mid-Cap ETF worth $625K as of Q1 2026.
Swisher Financial Concepts sold 112 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $8.32K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Swisher Financial Concepts's portfolio in Q1 2026, its #44 holding.
Swisher Financial Concepts first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Vanguard Morningstar Mid-Cap ETF position peaked at $10.7M in Q3 2024.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.