Azimuth Capital Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Azimuth Capital Investment Management’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	$234K	Buy	2,900 +100	+4%	+$7.75K	0.01%	297
2026 Q1	$201K	Sell	2,800 -60	-2%	-$4.46K	0.01%	296
2025 Q4	$208K	Buy	2,860 +60	+2%	+$4.37K	0.01%	302
2025 Q3	$206K	Buy	+2,800	New	+$201K	0.01%	293
2023 Q4	–	Sell	-29,620	Closed	-$1.54M	–	308
2023 Q3	$1.54M	Buy	29,620 +100	+0.3%	+$5.48K	0.08%	197
2023 Q2	$1.62M	Hold	29,520	–	–	0.08%	200
2023 Q1	$1.56M	Sell	29,520 -100	-0.3%	-$5.32K	0.08%	202
2022 Q4	$1.51M	Hold	29,620	–	–	0.08%	202
2022 Q3	$1.39M	Sell	29,620 -400	-1%	-$20.9K	0.08%	200
2022 Q2	$1.48M	Buy	+30,020	New	+$1.62M	0.07%	204

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

Azimuth Capital Investment Management's VO Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, buying an estimated $7.75K and bringing the position to 2,900 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #297.

Azimuth Capital Investment Management first reported a position in VO in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2023. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Azimuth Capital Investment Management held 2,900 shares of Vanguard Morningstar Mid-Cap ETF worth $234K as of Q2 2026.
Azimuth Capital Investment Management bought 100 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.75K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #297 holding.
Azimuth Capital Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 10 quarters since.
Azimuth Capital Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.62M in Q2 2023.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.