AMG
VO icon

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

Asset Management Group’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 		$18.3M Sell
227,669
-2,507
-1% -$194K 2.68% 11
2026
Q1 		$16.5M Buy
230,176
+25,436
+12% +$1.89M 2.67% 9
2025
Q4 		$14.9M Buy
204,740
+10,252
+5% +$746K 2.4% 15
2025
Q3 		$14.3M Sell
194,488
-808
-0.4% -$58K 2.34% 15
2025
Q2 		$13.7M Buy
195,296
+44
+0% +$2.89K 2.38% 15
2025
Q1 		$12.6M Buy
195,252
+12,844
+7% +$862K 2.33% 13
2024
Q4 		$12M Buy
182,408
+5,408
+3% +$367K 2.14% 16
2024
Q3 		$11.7M Buy
177,000
+14,336
+9% +$900K 2.04% 17
2024
Q2 		$9.85M Buy
162,664
+11,272
+7% +$685K 1.83% 19
2024
Q1 		$9.46M Buy
151,392
+996
+0.7% +$58.9K 1.78% 19
2023
Q4 		$8.75M Buy
150,396
+14,700
+11% +$785K 1.75% 20
2023
Q3 		$7.06M Buy
135,696
+18,592
+16% +$1.02M 1.55% 22
2023
Q2 		$6.45M Buy
117,104
+5,736
+5% +$301K 1.37% 22
2023
Q1 		$5.87M Buy
111,368
+360
+0.3% +$19.2K 1.31% 24
2022
Q4 		$5.66M Sell
111,008
-852
-0.8% -$43.4K 1.33% 25
2022
Q3 		$5.26M Buy
111,860
+464
+0.4% +$24.2K 1.31% 25
2022
Q2 		$5.49M Buy
111,396
+148
+0.1% +$8K 1.32% 25
2022
Q1 		$6.62M Buy
111,248
+200
+0.2% +$11.7K 1.38% 24
2021
Q4 		$7.07M Buy
111,048
+4,556
+4% +$286K 1.39% 25
2021
Q3 		$6.3M Buy
106,492
+21,216
+25% +$1.28M 1.29% 26
2021
Q2 		$5.06M Buy
85,276
+8,780
+11% +$509K 1.05% 31
2021
Q1 		$4.23M Buy
76,496
+24,880
+48% +$1.35M 0.92% 35
2020
Q4 		$2.67M Buy
51,616
+104
+0.2% +$5.04K 0.65% 49
2020
Q3 		$2.27M Sell
51,512
-572
-1% -$24.9K 0.66% 51
2020
Q2 		$2.13M Buy
52,084
+1,388
+3% +$53.2K 0.67% 50
2020
Q1 		$1.67M Buy
50,696
+24,844
+96% +$1.03M 0.63% 51
2019
Q4 		$1.15M Buy
+25,852
New +$1.11M 0.35% 66

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

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

Asset Management Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $194K and leaving 227,669 shares worth $18.3M. The position accounts for 2.68% of the portfolio, ranked #11.

Asset Management Group first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Asset Management Group held 227,669 shares of Vanguard Morningstar Mid-Cap ETF worth $18.3M as of Q2 2026.
  • Asset Management Group sold 2,507 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.68% of Asset Management Group's portfolio in Q2 2026, its #11 holding.
  • Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.