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

Victory Financial Group’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	$2.16M	Sell	26,834 -2,510	-9%	-$195K	0.23%	76
2026 Q1	$2.11M	Buy	29,344 +6,100	+26%	+$453K	0.26%	64
2025 Q4	$1.69M	Buy	23,244 +476	+2%	+$34.6K	0.21%	75
2025 Q3	$1.67M	Sell	22,768 -1,824	-7%	-$131K	0.23%	57
2025 Q2	$1.72M	Sell	24,592 -4,756	-16%	-$312K	0.27%	52
2025 Q1	$1.9M	Sell	29,348 -17,456	-37%	-$1.17M	0.36%	49
2024 Q4	$3.09M	Buy	+46,804	New	+$3.18M	0.81%	25
2024 Q2	$2.92M	Sell	48,248 -556	-1%	-$33.8K	1.37%	14
2024 Q1	$3.05M	Sell	48,804 -3,404	-7%	-$201K	1.8%	12
2023 Q4	$3.04M	Buy	+52,208	New	+$2.79M	2.05%	11

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

Victory Financial Group's VO Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.6% in Q2 2026, selling an estimated $195K and leaving 26,834 shares worth $2.16M. The position accounts for 0.23% of the portfolio, ranked #76.

Victory Financial Group first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.09M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Victory Financial Group held 26,834 shares of Vanguard Morningstar Mid-Cap ETF worth $2.16M as of Q2 2026.
Victory Financial Group sold 2,510 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $195K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Victory Financial Group's portfolio in Q2 2026, its #76 holding.
Victory Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.09M in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.