1832 Asset Management
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1832 Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

1832 Asset Management’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 		$174M Sell
2,157,381
-41,483
-2% -$3.22M 0.09% 118
2026
Q1 		$158M Buy
2,198,864
+33,588
+2% +$2.5M 0.15% 114
2025
Q4 		$157M Buy
2,165,276
+21,044
+1% +$1.53M 0.12% 122
2025
Q3 		$157M Sell
2,144,232
-11,636
-0.5% -$836K 0.12% 94
2025
Q2 		$151M Buy
2,155,868
+416,708
+24% +$27.4M 0.12% 101
2025
Q1 		$112M Buy
1,739,160
+52,700
+3% +$3.54M 0.1% 117
2024
Q4 		$111M Buy
1,686,460
+254,316
+18% +$17.3M 0.09% 116
2024
Q3 		$94.5M Sell
1,432,144
-28,448
-2% -$1.79M 0.07% 138
2024
Q2 		$88.4M Sell
1,460,592
-24,968
-2% -$1.52M 0.07% 140
2024
Q1 		$92.8M Sell
1,485,560
-510,196
-26% -$30.2M 0.05% 128
2023
Q4 		$116M Sell
1,995,756
-131,688
-6% -$7.04M 0.17% 110
2023
Q3 		$111M Buy
2,127,444
+41,780
+2% +$2.29M 0.16% 100
2023
Q2 		$115M Sell
2,085,664
-48,304
-2% -$2.53M 0.14% 94
2023
Q1 		$113M Sell
2,133,968
-28,792
-1% -$1.53M 0.16% 94
2022
Q4 		$110M Sell
2,162,760
-27,560
-1% -$1.4M 0.18% 101
2022
Q3 		$103M Sell
2,190,320
-100,084
-4% -$5.23M 0.19% 104
2022
Q2 		$113M Buy
2,290,404
+608,700
+36% +$32.9M 0.2% 100
2022
Q1 		$98.6M Buy
+1,681,704
New +$98.7M 0.14% 131
2019
Q4 		– Sell
-500
Closed -$21K – 748
2019
Q3 		$21K Buy
+500
New +$20.9K ﹤0.01% 604
2018
Q3 		– Sell
-600
Closed -$24K – 722
2018
Q2 		$24K Hold
600
– – ﹤0.01% 542
2018
Q1 		$23K Hold
600
– – ﹤0.01% 568
2017
Q4 		$23K Buy
+600
New +$22.6K ﹤0.01% 584

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

1832 Asset Management's VO Position: Q2 2026 in Review

1832 Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, selling an estimated $3.22M and leaving 2,157,381 shares worth $174M. The position accounts for 0.09% of the portfolio, ranked #118.

1832 Asset Management first reported a position in VO in Q4 2017 and has held it in 22 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • 1832 Asset Management held 2,157,381 shares of Vanguard Morningstar Mid-Cap ETF worth $174M as of Q2 2026.
  • 1832 Asset Management sold 41,483 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.22M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of 1832 Asset Management's portfolio in Q2 2026, its #118 holding.
  • 1832 Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 22 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.