WSFG
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Wall Street Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wall Street 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 		– Sell
-1,304
Closed -$93.6K – 603
2026
Q1 		$93.6K Buy
+1,304
New +$96.9K 0.06% 201
2025
Q3 		– Sell
-3,736
Closed -$261K – 103
2025
Q2 		$261K Buy
3,736
+580
+18% +$38.1K 0.24% 64
2025
Q1 		$204K Buy
+3,156
New +$212K 0.21% 40

Other funds holding VO

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
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
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Wall Street Financial Group's VO Position: Q2 2026 in Review

Wall Street Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 1,304 shares — an estimated $93.6K sold.

Wall Street Financial Group first reported a position in VO in Q1 2025 and held it in 3 quarters. The position peaked at $261K in Q2 2025. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wall Street Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 1,304 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $93.6K.
  • Wall Street Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Wall Street Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $261K in Q2 2025.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.