Beese Fulmer Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beese Fulmer 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	$810K	Buy	10,052 +208	+2%	+$16.1K	0.05%	175
2026 Q1	$707K	Sell	9,844 -1,388	-12%	-$103K	0.05%	177
2025 Q4	$815K	Buy	11,232 +1,232	+12%	+$89.6K	0.05%	158
2025 Q3	$734K	Buy	10,000 +8	+0.1%	+$575	0.05%	163
2025 Q2	$699K	Buy	+9,992	New	+$656K	0.05%	156
2022 Q3	–	Sell	-6,788	Closed	-$334K	–	227
2022 Q2	$334K	Buy	+6,788	New	+$367K	0.04%	171
2020 Q3	–	Sell	-1,576	Closed	-$65K	–	531
2020 Q2	$65K	Buy	+1,576	New	+$60.4K	0.01%	293

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

Beese Fulmer Investment Management's VO Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 10,052 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #175.

Beese Fulmer Investment Management first reported a position in VO in Q2 2020 and has held it in 7 quarters since. The position peaked at $815K in Q4 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beese Fulmer Investment Management held 10,052 shares of Vanguard Morningstar Mid-Cap ETF worth $810K as of Q2 2026.
Beese Fulmer Investment Management bought 208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #175 holding.
Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $815K in Q4 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.