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 Q2	$379K	Sell	4,700 -4,004	-46%	-$310K	0.24%	44
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

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

Swisher Financial Concepts's VO Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 46% in Q2 2026, selling an estimated $310K and leaving 4,700 shares worth $379K. The position accounts for 0.24% of the portfolio, ranked #44.

Swisher Financial Concepts first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Swisher Financial Concepts held 4,700 shares of Vanguard Morningstar Mid-Cap ETF worth $379K as of Q2 2026.
Swisher Financial Concepts sold 4,004 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Swisher Financial Concepts's portfolio in Q2 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 11 quarters since.
Swisher Financial Concepts's Vanguard Morningstar Mid-Cap ETF position peaked at $10.7M in Q3 2024.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.