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Atwood & Palmer’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atwood & Palmer’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 		$170K Hold
2,116
– – 0.01% 167
2026
Q1 		$152K Buy
+2,116
New +$157K 0.01% 170
2023
Q3 		– Sell
-340
Closed -$18.7K – 434
2023
Q2 		$18.7K Hold
340
– – ﹤0.01% 278
2023
Q1 		$17.9K Hold
340
– – ﹤0.01% 270
2022
Q4 		$17.3K Hold
340
– – ﹤0.01% 295
2022
Q3 		$16K Sell
340
-800
-70% -$41.8K ﹤0.01% 285
2022
Q2 		$56K Sell
1,140
-280
-20% -$15.1K 0.01% 203
2022
Q1 		$84K Hold
1,420
– – 0.01% 189
2021
Q4 		$90K Sell
1,420
-600
-30% -$37.6K 0.01% 197
2021
Q3 		$120K Hold
2,020
– – 0.01% 176
2021
Q2 		$120K Sell
2,020
-2,108
-51% -$122K 0.01% 174
2021
Q1 		$228K Hold
4,128
– – 0.02% 136
2020
Q4 		$213K Hold
4,128
– – 0.02% 133
2020
Q3 		$182K Sell
4,128
-156
-4% -$6.8K 0.02% 133
2020
Q2 		$176K Hold
4,284
– – 0.02% 131
2020
Q1 		$141K Hold
4,284
– – 0.02% 133
2019
Q4 		$191K Hold
4,284
– – 0.02% 126
2019
Q3 		$180K Hold
4,284
– – 0.02% 129
2019
Q2 		$179K Hold
4,284
– – 0.02% 129
2019
Q1 		$172K Hold
4,284
– – 0.02% 128
2018
Q4 		$148K Hold
4,284
– – 0.02% 133
2018
Q3 		$176K Buy
4,284
+156
+4% +$6.37K 0.02% 129
2018
Q2 		$163K Sell
4,128
-10,000
-71% -$393K 0.02% 134
2018
Q1 		$545K Buy
14,128
+1,220
+9% +$48K 0.08% 81
2017
Q4 		$499K Hold
12,908
– – 0.07% 80
2017
Q3 		$474K Sell
12,908
-1,200
-9% -$43.3K 0.07% 83
2017
Q2 		$503K Buy
14,108
+11,200
+385% +$396K 0.08% 82
2017
Q1 		$101K Buy
+2,908
New +$99.9K 0.02% 148
2015
Q1 		– Sell
-156
Closed -$5K – 347
2014
Q4 		$5K Sell
156
-304
-66% -$9.16K ﹤0.01% 339
2014
Q3 		$13K Buy
+460
New +$13.7K ﹤0.01% 287

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Atwood & Palmer's VO Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,116 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #167.

Atwood & Palmer first reported a position in VO in Q3 2014 and has held it in 30 quarters since. The position peaked at $545K in Q1 2018. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Atwood & Palmer held 2,116 shares of Vanguard Morningstar Mid-Cap ETF worth $170K as of Q2 2026.
  • Atwood & Palmer left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #167 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 30 quarters since.
  • Atwood & Palmer's Vanguard Morningstar Mid-Cap ETF position peaked at $545K in Q1 2018.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.