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

Autumn Glory 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	$1.06M	Hold	13,132	–	–	0.3%	85
2026 Q1	$943K	Sell	13,132 -176	-1%	-$13.1K	0.35%	73
2025 Q4	$966K	Buy	+13,308	New	+$968K	0.34%	79
2022 Q4	–	Sell	-11,000	Closed	-$517K	–	169
2022 Q3	$517K	Hold	11,000	–	–	0.35%	80
2022 Q2	$542K	Hold	11,000	–	–	0.4%	66
2022 Q1	$654K	Hold	11,000	–	–	0.38%	81
2021 Q4	$701K	Buy	+11,000	New	+$690K	0.29%	83

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

Autumn Glory Partners's VO Position: Q2 2026 in Review

Autumn Glory Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 13,132 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #85.

Autumn Glory Partners first reported a position in VO in Q4 2021 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Autumn Glory Partners held 13,132 shares of Vanguard Morningstar Mid-Cap ETF worth $1.06M as of Q2 2026.
Autumn Glory Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Autumn Glory Partners's portfolio in Q2 2026, its #85 holding.
Autumn Glory Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.