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

Zhang 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	$30.3M	Buy	376,125 +257	+0.1%	+$19.9K	0.88%	27
2026 Q1	$27M	Buy	375,868 +6,452	+2%	+$479K	0.93%	24
2025 Q4	$26.8M	Buy	369,416 +19,224	+5%	+$1.4M	1%	23
2025 Q3	$25.7M	Buy	350,192 +41,312	+13%	+$2.97M	1.04%	23
2025 Q2	$21.6M	Buy	308,880 +28,316	+10%	+$1.86M	1%	23
2025 Q1	$18.1M	Buy	280,564 +13,024	+5%	+$874K	0.96%	21
2024 Q4	$17.7M	Buy	267,540 +35,128	+15%	+$2.38M	1.01%	19
2024 Q3	$15.3M	Buy	232,412 +4,636	+2%	+$291K	0.97%	21
2024 Q2	$13.8M	Buy	227,776 +18,828	+9%	+$1.14M	0.96%	20
2024 Q1	$13.1M	Buy	208,948 +25,224	+14%	+$1.49M	0.97%	20
2023 Q4	$10.7M	Buy	183,724 +8,184	+5%	+$437K	0.92%	20
2023 Q3	$9.15M	Buy	175,540 +50,884	+41%	+$2.79M	0.93%	20
2023 Q2	$6.88M	Buy	124,656 +45,380	+57%	+$2.38M	0.71%	25
2023 Q1	$4.18M	Buy	79,276 +23,360	+42%	+$1.24M	0.48%	35
2022 Q4	$2.85M	Buy	55,916 +20,856	+59%	+$1.06M	0.36%	47
2022 Q3	$1.65M	Buy	35,060 +8,668	+33%	+$453K	0.25%	57
2022 Q2	$1.3M	Sell	26,392 -1,636	-6%	-$88.4K	0.21%	63
2022 Q1	$1.67M	Buy	28,028 +10,424	+59%	+$612K	0.28%	49
2021 Q4	$1.12M	Sell	17,604 -1,072	-6%	-$67.2K	0.2%	68
2021 Q3	$1.1M	Hold	18,676	–	–	0.26%	49
2021 Q2	$1.11M	Hold	18,676	–	–	0.27%	45
2021 Q1	$1.03M	Hold	18,676	–	–	0.28%	43
2020 Q4	$965K	Buy	18,676 +628	+3%	+$30.4K	0.3%	36
2020 Q3	$795K	Sell	18,048 -680	-4%	-$29.6K	0.29%	37
2020 Q2	$767K	Sell	18,728 -272	-1%	-$10.4K	0.3%	36
2020 Q1	$625K	Sell	19,000 -1,144	-6%	-$47.4K	0.28%	40
2019 Q4	$897K	Sell	20,144 -716	-3%	-$30.7K	0.34%	37
2019 Q3	$874K	Sell	20,860 -1,712	-8%	-$71.5K	0.37%	35
2019 Q2	$943K	Buy	22,572 +4,588	+26%	+$188K	0.39%	34
2019 Q1	$723K	Sell	17,984 -948	-5%	-$36.5K	0.31%	39
2018 Q4	$654K	Sell	18,932 -332	-2%	-$12.5K	0.32%	39
2018 Q3	$789K	Sell	19,264 -1,532	-7%	-$62.5K	0.38%	34
2018 Q2	$820K	Buy	20,796 +248	+1%	+$9.73K	0.42%	31
2018 Q1	$774K	Sell	20,548 -748	-4%	-$29.5K	0.4%	33
2017 Q4	$845K	Sell	21,296 -400	-2%	-$15.1K	0.41%	34
2017 Q3	$803K	Hold	21,696	–	–	0.41%	35
2017 Q2	$774K	Buy	21,696 +400	+2%	+$14.1K	0.41%	38
2017 Q1	$845K	Sell	21,296 -1,448	-6%	-$49.7K	0.42%	34
2016 Q4	$764K	Buy	22,744 +1,048	+5%	+$33.9K	0.41%	35
2016 Q3	$702K	Hold	21,696	–	–	0.39%	37
2016 Q2	$671K	Hold	21,696	–	–	0.37%	36
2016 Q1	$658K	Hold	21,696	–	–	0.37%	38
2015 Q4	$651K	Sell	21,696 -492	-2%	-$15K	0.39%	36
2015 Q3	$647K	Buy	22,188 +244	+1%	+$7.61K	0.41%	35
2015 Q2	$699K	Sell	21,944 -7,876	-26%	-$256K	0.45%	34
2015 Q1	$989K	Hold	29,820	–	–	0.62%	26
2014 Q4	$921K	Hold	29,820	–	–	0.6%	27
2014 Q3	$875K	Hold	29,820	–	–	0.6%	28
2014 Q2	$885K	Hold	29,820	–	–	0.6%	27
2014 Q1	$847K	Hold	29,820	–	–	0.61%	26
2013 Q4	$820K	Hold	29,820	–	–	0.62%	26
2013 Q3	$764K	Hold	29,820	–	–	0.62%	27
2013 Q2	$709K	Buy	+29,820	New	+$707K	0.61%	28

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

Zhang Financial's VO Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q2 2026, buying an estimated $19.9K and bringing the position to 376,125 shares worth $30.3M. The position accounts for 0.88% of the portfolio, ranked #27.

Zhang Financial first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Zhang Financial held 376,125 shares of Vanguard Morningstar Mid-Cap ETF worth $30.3M as of Q2 2026.
Zhang Financial bought 257 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.88% of Zhang Financial's portfolio in Q2 2026, its #27 holding.
Zhang Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.