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

BCK 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 		$31.3M Buy
388,334
+3,586
+0.9% +$278K 15.08% 3
2026
Q1 		$27.6M Buy
384,748
+4,520
+1% +$336K 14.91% 3
2025
Q4 		$27.6M Sell
380,228
-6,876
-2% -$500K 14.91% 3
2025
Q3 		$28.4M Buy
387,104
+15,880
+4% +$1.14M 15.31% 3
2025
Q2 		$26M Buy
371,224
+84
+0% +$5.51K 15.24% 3
2025
Q1 		$24M Buy
371,140
+3,256
+0.9% +$219K 14.97% 3
2024
Q4 		$24.3M Sell
367,884
-111,640
-23% -$7.58M 14.89% 3
2024
Q3 		$31.6M Buy
479,524
+4,508
+0.9% +$283K 15.09% 3
2024
Q2 		$28.8M Buy
475,016
+3,848
+0.8% +$234K 14.86% 3
2024
Q1 		$29.4M Sell
471,168
-844
-0.2% -$49.9K 15.75% 3
2023
Q4 		$27.5M Buy
472,012
+1,812
+0.4% +$96.8K 15.59% 3
2023
Q3 		$24.5M Buy
470,200
+16,204
+4% +$889K 15.26% 3
2023
Q2 		$25M Sell
453,996
-908
-0.2% -$47.6K 15.63% 3
2023
Q1 		$24M Buy
454,904
+1,520
+0.3% +$80.9K 15.6% 3
2022
Q4 		$23.1M Buy
453,384
+21,980
+5% +$1.12M 15.66% 3
2022
Q3 		$20.3M Sell
431,404
-18,752
-4% -$980K 14.67% 3
2022
Q2 		$22.2M Buy
450,156
+7,476
+2% +$404K 15.51% 3
2022
Q1 		$26.3M Buy
442,680
+9,800
+2% +$575K 16.23% 3
2021
Q4 		$27.6M Sell
432,880
-11,536
-3% -$723K 16.51% 3
2021
Q3 		$26.3M Buy
444,416
+7,928
+2% +$479K 16.7% 3
2021
Q2 		$25.9M Buy
436,488
+948
+0.2% +$54.9K 17.13% 3
2021
Q1 		$25.1M Buy
435,540
+8,540
+2% +$463K 17.88% 2
2020
Q4 		$22.1M Buy
+427,000
New +$20.7M 19.22% 2

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

BCK Partners's VO Position: Q2 2026 in Review

BCK Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.93% in Q2 2026, buying an estimated $278K and bringing the position to 388,334 shares worth $31.3M. The position accounts for 15.08% of the portfolio, ranked #3.

BCK Partners first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.6M in Q3 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BCK Partners held 388,334 shares of Vanguard Morningstar Mid-Cap ETF worth $31.3M as of Q2 2026.
  • BCK Partners bought 3,586 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $278K.
  • Vanguard Morningstar Mid-Cap ETF made up 15.08% of BCK Partners's portfolio in Q2 2026, its #3 holding.
  • BCK Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • BCK Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $31.6M in Q3 2024.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.