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Brookwood Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brookwood Investment 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 		$748K Sell
9,284
-2,364
-20% -$183K 0.08% 234
2026
Q1 		$836K Sell
11,648
-128
-1% -$9.51K 0.1% 186
2025
Q4 		$854K Buy
11,776
+112
+1% +$8.15K 0.1% 190
2025
Q3 		$856K Sell
11,664
-1,984
-15% -$142K 0.11% 172
2025
Q2 		$955K Sell
13,648
-604
-4% -$39.6K 0.15% 137
2025
Q1 		$921K Buy
+14,252
New +$956K 0.16% 133

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

Brookwood Investment Group's VO Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, selling an estimated $183K and leaving 9,284 shares worth $748K. The position accounts for 0.08% of the portfolio, ranked #234.

Brookwood Investment Group first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $955K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Brookwood Investment Group held 9,284 shares of Vanguard Morningstar Mid-Cap ETF worth $748K as of Q2 2026.
  • Brookwood Investment Group sold 2,364 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #234 holding.
  • Brookwood Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $955K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.