Border to Coast Pensions Partnership’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Border to Coast Pensions Partnership’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	$328M	Hold	4,072,748	–	–	4.83%	5
2026 Q1	$293M	Sell	4,072,748 -499,580	-11%	-$37.1M	4.95%	4
2025 Q4	$332M	Sell	4,572,328 -268,272	-6%	-$19.5M	5.79%	4
2025 Q3	$355M	Hold	4,840,600	–	–	6.19%	3
2025 Q2	$339M	Hold	4,840,600	–	–	6.22%	3
2025 Q1	$313M	Hold	4,840,600	–	–	6.41%	1
2024 Q4	$319M	Buy	4,840,600 +160,968	+3%	+$10.9M	6.26%	2
2024 Q3	$308M	Buy	+4,679,632	New	+$294M	6.28%	2
2024 Q2	–	Sell	-4,639,548	Closed	-$290M	–	83
2024 Q1	$290M	Hold	4,639,548	–	–	6.47%	2
2023 Q4	$270M	Buy	4,639,548 +91,200	+2%	+$4.87M	6.59%	2
2023 Q3	$237M	Hold	4,548,348	–	–	6.32%	1
2023 Q2	$250M	Buy	4,548,348 +400,000	+10%	+$21M	6.28%	3
2023 Q1	$219M	Buy	4,148,348 +834,864	+25%	+$44.4M	5.87%	3
2022 Q4	$169M	Sell	3,313,484 -220,000	-6%	-$11.2M	5.41%	1
2022 Q3	$166M	Hold	3,533,484	–	–	5.37%	3
2022 Q2	$174M	Buy	3,533,484 +558,244	+19%	+$30.2M	5.41%	2
2022 Q1	$177M	Sell	2,975,240 -365,400	-11%	-$21.4M	5.02%	3
2021 Q4	$213M	Hold	3,340,640	–	–	7.16%	2
2021 Q3	$212M	Sell	3,340,640 -280,000	-8%	-$16.9M	7.2%	2
2021 Q2	$216M	Buy	+3,620,640	New	+$210M	7.55%	1

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

Border to Coast Pensions Partnership's VO Position: Q2 2026 in Review

Border to Coast Pensions Partnership held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,072,748 shares worth $328M. The position accounts for 4.83% of the portfolio, ranked #5.

Border to Coast Pensions Partnership first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $355M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Border to Coast Pensions Partnership held 4,072,748 shares of Vanguard Morningstar Mid-Cap ETF worth $328M as of Q2 2026.
Border to Coast Pensions Partnership left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 4.83% of Border to Coast Pensions Partnership's portfolio in Q2 2026, its #5 holding.
Border to Coast Pensions Partnership first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Border to Coast Pensions Partnership's Vanguard Morningstar Mid-Cap ETF position peaked at $355M in Q3 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.