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

Aspect 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	$69.9K	Hold	868	–	–	0.03%	127
2026 Q1	$62.3K	Hold	868	–	–	0.03%	131
2025 Q4	$63K	Hold	868	–	–	0.03%	131
2025 Q3	$63.7K	Sell	868 -600	-41%	-$43.1K	0.03%	140
2025 Q2	$103K	Buy	1,468 +1,436	+4,488%	+$94.3K	0.05%	111
2025 Q1	$2.07K	Buy	+32	New	+$2.15K	﹤0.01%	447

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

Aspect Partners's VO Position: Q2 2026 in Review

Aspect Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 868 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #127.

Aspect Partners first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $103K in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aspect Partners held 868 shares of Vanguard Morningstar Mid-Cap ETF worth $69.9K as of Q2 2026.
Aspect Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Aspect Partners's portfolio in Q2 2026, its #127 holding.
Aspect Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Aspect Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $103K in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.