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

Becker Capital 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	$573K	Buy	7,108 +524	+8%	+$40.6K	0.02%	216
2026 Q1	$473K	Sell	6,584 -7,240	-52%	-$538K	0.01%	226
2025 Q4	$1M	Buy	13,824 +7,336	+113%	+$534K	0.03%	185
2025 Q3	$478K	Sell	6,488 -380	-6%	-$27.3K	0.01%	226
2025 Q2	$482K	Sell	6,868 -140	-2%	-$9.19K	0.02%	219
2025 Q1	$453K	Buy	7,008 +836	+14%	+$56.1K	0.01%	218
2024 Q4	$408K	Hold	6,172	–	–	0.01%	219
2024 Q3	$407K	Buy	6,172 +340	+6%	+$21.3K	0.01%	223
2024 Q2	$354K	Hold	5,832	–	–	0.01%	222
2024 Q1	$364K	Sell	5,832 -76	-1%	-$4.49K	0.01%	219
2023 Q4	$344K	Hold	5,908	–	–	0.01%	219
2023 Q3	$308K	Buy	5,908 +1,192	+25%	+$65.4K	0.01%	223
2023 Q2	$260K	Hold	4,716	–	–	0.01%	248
2023 Q1	$249K	Buy	+4,716	New	+$251K	0.01%	239

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

Becker Capital Management's VO Position: Q2 2026 in Review

Becker Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, buying an estimated $40.6K and bringing the position to 7,108 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #216.

Becker Capital Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1M in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Becker Capital Management held 7,108 shares of Vanguard Morningstar Mid-Cap ETF worth $573K as of Q2 2026.
Becker Capital Management bought 524 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #216 holding.
Becker Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1M in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.