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

SWP Financial’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	$3.19M	Sell	39,538 -886	-2%	-$68.7K	1.47%	20
2026 Q1	$2.9M	Buy	40,424 +32	+0.1%	+$2.38K	1.48%	26
2025 Q4	$2.93M	Buy	40,392 +1,536	+4%	+$112K	1.47%	22
2025 Q3	$2.85M	Buy	38,856 +828	+2%	+$59.5K	1.45%	21
2025 Q2	$2.66M	Sell	38,028 -368	-1%	-$24.2K	1.46%	21
2025 Q1	$2.48M	Sell	38,396 -1,056	-3%	-$70.9K	1.52%	17
2024 Q4	$2.61M	Sell	39,452 -372	-0.9%	-$25.3K	1.57%	16
2024 Q3	$2.63M	Sell	39,824 -360	-0.9%	-$22.6K	1.6%	16
2024 Q2	$2.43M	Sell	40,184 -120,828	-75%	-$7.34M	1.61%	15
2024 Q1	$10M	Buy	161,012 +1,960	+1%	+$116K	7.02%	3
2023 Q4	$9.25M	Buy	+159,052	New	+$8.5M	7.18%	3

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

SWP Financial's VO Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, selling an estimated $68.7K and leaving 39,538 shares worth $3.19M. The position accounts for 1.47% of the portfolio, ranked #20.

SWP Financial first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q1 2024. 1,419 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SWP Financial held 39,538 shares of Vanguard Morningstar Mid-Cap ETF worth $3.19M as of Q2 2026.
SWP Financial sold 886 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $68.7K.
Vanguard Morningstar Mid-Cap ETF made up 1.47% of SWP Financial's portfolio in Q2 2026, its #20 holding.
SWP Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $10M in Q1 2024.
1,419 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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