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

Beaumont Asset 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	$255K	Buy	3,168 +12	+0.4%	+$930	0.1%	69
2026 Q1	$227K	Buy	3,156 +220	+7%	+$16.3K	0.1%	72
2025 Q4	$213K	Hold	2,936	–	–	0.11%	70
2025 Q3	$216K	Buy	2,936 +40	+1%	+$2.87K	0.11%	65
2025 Q2	$203K	Buy	+2,896	New	+$190K	0.11%	65
2023 Q3	–	Sell	-13,224	Closed	-$728K	–	69
2023 Q2	$728K	Buy	13,224 +956	+8%	+$50.1K	0.55%	38
2023 Q1	$647K	Buy	12,268 +2,688	+28%	+$143K	0.47%	40
2022 Q4	$488K	Buy	9,580 +560	+6%	+$28.5K	0.36%	52
2022 Q3	$423K	Hold	9,020	–	–	0.34%	53
2022 Q2	$444K	Sell	9,020 -48	-0.5%	-$2.59K	0.34%	51
2022 Q1	$539K	Hold	9,068	–	–	0.36%	49
2021 Q4	$577K	Hold	9,068	–	–	0.38%	43
2021 Q3	$536K	Hold	9,068	–	–	0.4%	43
2021 Q2	$538K	Hold	9,068	–	–	0.41%	42
2021 Q1	$501K	Hold	9,068	–	–	0.42%	42
2020 Q4	$468K	Buy	9,068 +48	+0.5%	+$2.32K	0.42%	36
2020 Q3	$397K	Hold	9,020	–	–	0.4%	40
2020 Q2	$369K	Buy	+9,020	New	+$346K	0.39%	38

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

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

Beaumont Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.38% in Q2 2026, buying an estimated $930 and bringing the position to 3,168 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #69.

Beaumont Asset Management first reported a position in VO in Q2 2020 and has held it in 18 quarters since. The position peaked at $728K in Q2 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beaumont Asset Management held 3,168 shares of Vanguard Morningstar Mid-Cap ETF worth $255K as of Q2 2026.
Beaumont Asset Management bought 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Beaumont Asset Management's portfolio in Q2 2026, its #69 holding.
Beaumont Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 18 quarters since.
Beaumont Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $728K in Q2 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.