WF
VO icon

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

Whelan 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 		$15.8M Buy
196,652
+2,072
+1% +$161K 4.31% 8
2026
Q1 		$14M Buy
194,580
+8,284
+4% +$615K 4.34% 8
2025
Q4 		$13.5M Buy
186,296
+1,928
+1% +$140K 4.22% 8
2025
Q3 		$13.5M Sell
184,368
-4,804
-3% -$345K 4.29% 8
2025
Q2 		$13.2M Sell
189,172
-584
-0.3% -$38.3K 4.79% 8
2025
Q1 		$12.3M Sell
189,756
-2,084
-1% -$140K 4.77% 8
2024
Q4 		$12.7M Sell
191,840
-1,904
-1% -$129K 4.98% 8
2024
Q3 		$12.8M Buy
193,744
+532
+0.3% +$33.4K 5.26% 8
2024
Q2 		$11.7M Buy
193,212
+380
+0.2% +$23.1K 5.22% 8
2024
Q1 		$12M Sell
192,832
-6,412
-3% -$379K 5.5% 8
2023
Q4 		$11.6M Sell
199,244
-4,160
-2% -$222K 5.41% 8
2023
Q3 		$10.6M Buy
203,404
+5,524
+3% +$303K 5.58% 8
2023
Q2 		$10.9M Buy
197,880
+232
+0.1% +$12.2K 5.69% 8
2023
Q1 		$10.4M Buy
197,648
+16,336
+9% +$869K 5.78% 8
2022
Q4 		$9.24M Sell
181,312
-2,908
-2% -$148K 5.58% 8
2022
Q3 		$8.66M Buy
184,220
+22,244
+14% +$1.16M 5.95% 8
2022
Q2 		$7.98M Sell
161,976
-9,032
-5% -$488K 5.39% 8
2022
Q1 		$10.2M Buy
171,008
+17,772
+12% +$1.04M 6.26% 8
2021
Q4 		$9.76M Sell
153,236
-24,480
-14% -$1.53M 6.06% 8
2021
Q3 		$10.5M Buy
+177,716
New +$10.7M 9.62% 6

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

Whelan Financial's VO Position: Q2 2026 in Review

Whelan Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $161K and bringing the position to 196,652 shares worth $15.8M. The position accounts for 4.31% of the portfolio, ranked #8.

Whelan Financial first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Whelan Financial held 196,652 shares of Vanguard Morningstar Mid-Cap ETF worth $15.8M as of Q2 2026.
  • Whelan Financial bought 2,072 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.31% of Whelan Financial's portfolio in Q2 2026, its #8 holding.
  • Whelan Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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