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Valley Forge Investment Consultants’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Valley Forge Investment Consultants’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 		$688K Sell
8,541
-7
-0.1% -$543 0.18% 38
2026
Q1 		$614K Sell
8,548
-1,272
-13% -$94.5K 0.18% 41
2025
Q4 		$712K Sell
9,820
-84
-0.8% -$6.11K 0.21% 36
2025
Q3 		$727K Buy
9,904
+108
+1% +$7.76K 0.21% 37
2025
Q2 		$685K Buy
9,796
+684
+8% +$44.9K 0.22% 42
2025
Q1 		$589K Sell
9,112
-648
-7% -$43.5K 0.21% 42
2024
Q4 		$644K Buy
9,760
+92
+1% +$6.25K 0.22% 41
2024
Q3 		$638K Sell
9,668
-908
-9% -$57K 0.22% 39
2024
Q2 		$640K Sell
10,576
-2,652
-20% -$161K 0.24% 34
2024
Q1 		$826K Buy
13,228
+12
+0.1% +$709 0.32% 28
2023
Q4 		$769K Buy
13,216
+56
+0.4% +$2.99K 0.34% 28
2023
Q3 		$685K Sell
13,160
-328
-2% -$18K 0.31% 35
2023
Q2 		$742K Buy
13,488
+12
+0.1% +$629 0.37% 29
2023
Q1 		$711K Buy
13,476
+8
+0.1% +$426 0.37% 29
2022
Q4 		$686K Sell
13,468
-4,484
-25% -$228K 0.36% 29
2022
Q3 		$844K Buy
17,952
+6,272
+54% +$328K 0.46% 27
2022
Q2 		$575K Sell
11,680
-68
-0.6% -$3.67K 0.29% 37
2022
Q1 		$699K Sell
11,748
-1,328
-10% -$77.9K 0.29% 39
2021
Q4 		$833K Buy
13,076
+4
+0% +$251 0.37% 33
2021
Q3 		$774K Buy
13,072
+72
+0.6% +$4.35K 0.42% 32
2021
Q2 		$771K Buy
13,000
+340
+3% +$19.7K 0.42% 34
2021
Q1 		$701K Buy
12,660
+1,368
+12% +$74.2K 0.48% 32
2020
Q4 		$584K Buy
+11,292
New +$547K 0.51% 35

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Valley Forge Investment Consultants's VO Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, selling an estimated $543 and leaving 8,541 shares worth $688K. The position accounts for 0.18% of the portfolio, ranked #38.

Valley Forge Investment Consultants first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $844K in Q3 2022. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Valley Forge Investment Consultants held 8,541 shares of Vanguard Morningstar Mid-Cap ETF worth $688K as of Q2 2026.
  • Valley Forge Investment Consultants sold 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #38 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's Vanguard Morningstar Mid-Cap ETF position peaked at $844K in Q3 2022.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.