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Americana Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Americana Partners’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 		$15.3M Buy
189,951
+118,739
+167% +$9.21M 0.34% 72
2026
Q1 		$5.11M Buy
71,212
+3,988
+6% +$296K 0.13% 126
2025
Q4 		$4.88M Buy
67,224
+11,856
+21% +$862K 0.13% 133
2025
Q3 		$4.07M Sell
55,368
-20
-0% -$1.44K 0.12% 148
2025
Q2 		$3.87M Sell
55,388
-148
-0.3% -$9.71K 0.13% 143
2025
Q1 		$3.59M Sell
55,536
-9,628
-15% -$646K 0.14% 131
2024
Q4 		$4.3M Sell
65,164
-78,016
-54% -$5.3M 0.18% 120
2024
Q3 		$9.44M Buy
143,180
+131,756
+1,153% +$8.27M 0.64% 41
2024
Q2 		$691K Buy
11,424
+944
+9% +$57.4K 0.05% 201
2024
Q1 		$655K Sell
10,480
-496
-5% -$29.3K 0.05% 204
2023
Q4 		$638K Sell
10,976
-92
-0.8% -$4.92K 0.06% 186
2023
Q3 		$599K Sell
11,068
-400
-3% -$21.9K 0.06% 191
2023
Q2 		$631K Buy
11,468
+208
+2% +$10.9K 0.08% 173
2023
Q1 		$594K Hold
11,260
– – 0.09% 166
2022
Q4 		$574K Sell
11,260
-5,844
-34% -$298K 0.1% 149
2022
Q3 		$803K Buy
17,104
+432
+3% +$22.6K 0.14% 127
2022
Q2 		$821K Buy
16,672
+356
+2% +$19.2K 0.15% 121
2022
Q1 		$950K Buy
16,316
+6,076
+59% +$356K 0.29% 78
2021
Q4 		$652K Sell
10,240
-284
-3% -$17.8K 0.12% 144
2021
Q3 		$623K Hold
10,524
– – 0.15% 122
2021
Q2 		$624K Hold
10,524
– – 0.32% 59
2021
Q1 		$582K Hold
10,524
– – 0.36% 50
2020
Q4 		$544K Buy
10,524
+3,428
+48% +$166K 0.42% 45
2020
Q3 		$312K Hold
7,096
– – 0.28% 62
2020
Q2 		$290K Buy
7,096
+52
+0.7% +$1.99K 0.22% 68
2020
Q1 		$231K Buy
7,044
+2,000
+40% +$82.8K 0.24% 86
2019
Q4 		$224K Buy
+5,044
New +$217K 0.13% 90

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

Americana Partners's VO Position: Q2 2026 in Review

Americana Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 167% in Q2 2026, buying an estimated $9.21M and bringing the position to 189,951 shares worth $15.3M. The position accounts for 0.34% of the portfolio, ranked #72.

Americana Partners first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Americana Partners held 189,951 shares of Vanguard Morningstar Mid-Cap ETF worth $15.3M as of Q2 2026.
  • Americana Partners bought 118,739 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.21M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.34% of Americana Partners's portfolio in Q2 2026, its #72 holding.
  • Americana Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.