Beckerman Institutional’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beckerman Institutional’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	$4.36M	Buy	54,070 +4,642	+9%	+$360K	2.07%	11
2026 Q1	$3.55M	Buy	49,428 +1,780	+4%	+$132K	1.89%	14
2025 Q4	$3.46M	Buy	47,648 +1,328	+3%	+$96.6K	1.94%	13
2025 Q3	$3.4M	Buy	46,320 +1,248	+3%	+$89.6K	2%	11
2025 Q2	$3.15M	Buy	45,072 +3,884	+9%	+$255K	2.09%	11
2025 Q1	$2.66M	Buy	41,188 +3,720	+10%	+$250K	1.93%	11
2024 Q4	$2.47M	Buy	37,468 +2,572	+7%	+$175K	1.98%	11
2024 Q3	$2.3M	Buy	+34,896	New	+$2.19M	1.94%	11

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

Beckerman Institutional's VO Position: Q2 2026 in Review

Beckerman Institutional increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, buying an estimated $360K and bringing the position to 54,070 shares worth $4.36M. The position accounts for 2.07% of the portfolio, ranked #11.

Beckerman Institutional first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beckerman Institutional held 54,070 shares of Vanguard Morningstar Mid-Cap ETF worth $4.36M as of Q2 2026.
Beckerman Institutional bought 4,642 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $360K.
Vanguard Morningstar Mid-Cap ETF made up 2.07% of Beckerman Institutional's portfolio in Q2 2026, its #11 holding.
Beckerman Institutional first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.