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

Wayfinding 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	$435K	Hold	5,408	–	–	0.16%	88
2026 Q1	$388K	Hold	5,408	–	–	0.17%	87
2025 Q4	$392K	Hold	5,408	–	–	0.17%	87
2025 Q3	$398K	Hold	5,408	–	–	0.17%	84
2025 Q2	$386K	Hold	5,408	–	–	0.17%	85
2025 Q1	$349K	Sell	5,408 -908	-14%	-$60.9K	0.15%	91
2024 Q4	$417K	Buy	+6,316	New	+$429K	0.22%	76
2024 Q3	–	Sell	-6,020	Closed	-$365K	–	122
2024 Q2	$365K	Hold	6,020	–	–	0.21%	81
2024 Q1	$366K	Sell	6,020 -264	-4%	-$15.6K	0.21%	81
2023 Q4	$365K	Buy	6,284 +1,652	+36%	+$88.3K	0.25%	73
2023 Q3	$238K	Hold	4,632	–	–	0.18%	98
2023 Q2	$262K	Sell	4,632 -3,652	-44%	-$191K	0.18%	90
2023 Q1	$436K	Buy	8,284 +1,808	+28%	+$96.2K	0.33%	57
2022 Q4	$362K	Hold	6,476	–	–	0.29%	59
2022 Q3	$304K	Hold	6,476	–	–	0.28%	56
2022 Q2	$318K	Hold	6,476	–	–	0.28%	56
2022 Q1	$350K	Hold	6,476	–	–	0.29%	55
2021 Q4	$362K	Buy	+6,476	New	+$406K	0.29%	59

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

Wayfinding Financial's VO Position: Q2 2026 in Review

Wayfinding Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,408 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #88.

Wayfinding Financial first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $436K in Q1 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wayfinding Financial held 5,408 shares of Vanguard Morningstar Mid-Cap ETF worth $435K as of Q2 2026.
Wayfinding Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Wayfinding Financial's portfolio in Q2 2026, its #88 holding.
Wayfinding Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Wayfinding Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $436K in Q1 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.