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Bleakley Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bleakley Financial Group’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 		$155M Buy
1,927,108
+36,292
+2% +$2.81M 1.98% 8
2026
Q1 		$136M Buy
1,890,816
+160,292
+9% +$11.9M 2.12% 8
2025
Q4 		$126M Buy
1,730,524
+133,200
+8% +$9.69M 2.18% 8
2025
Q3 		$117M Sell
1,597,324
-5,484
-0.3% -$394K 2.72% 6
2025
Q2 		$112M Buy
1,602,808
+245,160
+18% +$16.1M 2.85% 5
2025
Q1 		$87.8M Buy
1,357,648
+62,440
+5% +$4.19M 2.82% 5
2024
Q4 		$85.5M Sell
1,295,208
-180,208
-12% -$12.2M 2.57% 6
2024
Q3 		$97.3M Buy
1,475,416
+11,752
+0.8% +$738K 2.97% 4
2024
Q2 		$88.6M Buy
1,463,664
+61,160
+4% +$3.72M 2.56% 6
2024
Q1 		$87.6M Buy
1,402,504
+51,720
+4% +$3.06M 2.54% 7
2023
Q4 		$78.6M Buy
1,350,784
+38,928
+3% +$2.08M 2.5% 7
2023
Q3 		$68.3M Sell
1,311,856
-521,304
-28% -$28.6M 2.41% 6
2023
Q2 		$101M Buy
1,833,160
+126,136
+7% +$6.61M 3.15% 4
2023
Q1 		$90M Buy
1,707,024
+163,244
+11% +$8.68M 3% 4
2022
Q4 		$78.7M Buy
+1,543,780
New +$78.6M 2.81% 5

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

Bleakley Financial Group's VO Position: Q2 2026 in Review

Bleakley Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $2.81M and bringing the position to 1,927,108 shares worth $155M. The position accounts for 1.98% of the portfolio, ranked #8.

Bleakley Financial Group first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bleakley Financial Group held 1,927,108 shares of Vanguard Morningstar Mid-Cap ETF worth $155M as of Q2 2026.
  • Bleakley Financial Group bought 36,292 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.81M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.98% of Bleakley Financial Group's portfolio in Q2 2026, its #8 holding.
  • Bleakley Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.