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

Bridges 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 		$23.8M Buy
295,340
+504
+0.2% +$39.1K 0.29% 66
2026
Q1 		$21.2M Buy
294,836
+24,896
+9% +$1.85M 0.29% 68
2025
Q4 		$19.6M Buy
269,940
+31,756
+13% +$2.31M 0.25% 73
2025
Q3 		$17.5M Sell
238,184
-1,348
-0.6% -$96.8K 0.22% 74
2025
Q2 		$16.8M Buy
239,532
+46,980
+24% +$3.08M 0.23% 73
2025
Q1 		$12.4M Buy
192,552
+6,508
+3% +$437K 0.18% 83
2024
Q4 		$12.3M Buy
186,044
+172
+0.1% +$11.7K 0.17% 79
2024
Q3 		$12.3M Buy
185,872
+292
+0.2% +$18.3K 0.17% 82
2024
Q2 		$11.2M Buy
185,580
+138,264
+292% +$8.4M 0.17% 78
2024
Q1 		$2.96M Hold
47,316
– – 0.09% 91
2023
Q4 		$2.75M Sell
47,316
-120
-0.3% -$6.41K 0.09% 95
2023
Q3 		$2.47M Hold
47,436
– – 0.09% 97
2023
Q2 		$2.61M Hold
47,436
– – 0.09% 96
2023
Q1 		$2.5M Buy
47,436
+4,416
+10% +$235K 0.09% 100
2022
Q4 		$2.19M Buy
43,020
+400
+0.9% +$20.4K 0.08% 111
2022
Q3 		$2M Hold
42,620
– – 0.08% 115
2022
Q2 		$2.1M Hold
42,620
– – 0.08% 114
2022
Q1 		$2.53M Sell
42,620
-520
-1% -$30.5K 0.08% 113
2021
Q4 		$2.75M Hold
43,140
– – 0.08% 110
2021
Q3 		$2.55M Hold
43,140
– – 0.08% 110
2021
Q2 		$2.56M Sell
43,140
-584
-1% -$33.8K 0.08% 109
2021
Q1 		$2.42M Buy
43,724
+120
+0.3% +$6.51K 0.07% 110
2020
Q4 		$2.25M Hold
43,604
– – 0.07% 110
2020
Q3 		$1.92M Sell
43,604
-180
-0.4% -$7.84K 0.07% 112
2020
Q2 		$1.79M Buy
43,784
+2,060
+5% +$78.9K 0.07% 114
2020
Q1 		$1.37M Buy
+41,724
New +$1.73M 0.06% 125

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

Bridges Investment Management's VO Position: Q2 2026 in Review

Bridges Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q2 2026, buying an estimated $39.1K and bringing the position to 295,340 shares worth $23.8M. The position accounts for 0.29% of the portfolio, ranked #66.

Bridges Investment Management first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bridges Investment Management held 295,340 shares of Vanguard Morningstar Mid-Cap ETF worth $23.8M as of Q2 2026.
  • Bridges Investment Management bought 504 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.29% of Bridges Investment Management's portfolio in Q2 2026, its #66 holding.
  • Bridges Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.