55 North Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

55 North Private Wealth’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	$326K	Sell	4,046 -1,742	-30%	-$135K	0.06%	160
2026 Q1	$416K	Buy	5,788 +12	+0.2%	+$892	0.11%	94
2025 Q4	$419K	Buy	+5,776	New	+$420K	0.11%	89

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

55 North Private Wealth's VO Position: Q2 2026 in Review

55 North Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q2 2026, selling an estimated $135K and leaving 4,046 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #160.

55 North Private Wealth first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

55 North Private Wealth held 4,046 shares of Vanguard Morningstar Mid-Cap ETF worth $326K as of Q2 2026.
55 North Private Wealth sold 1,742 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $135K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #160 holding.
55 North Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $419K in Q4 2025.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.