Brown, Lisle/Cummings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brown, Lisle/Cummings’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	$242K	Hold	3,004	–	–	0.05%	217
2026 Q1	$216K	Hold	3,004	–	–	0.05%	204
2025 Q4	$218K	Hold	3,004	–	–	0.05%	202
2025 Q3	$221K	Hold	3,004	–	–	0.06%	203
2025 Q2	$210K	Hold	3,004	–	–	0.06%	210
2025 Q1	$194K	Hold	3,004	–	–	0.06%	203
2024 Q4	$198K	Hold	3,004	–	–	0.06%	201
2024 Q3	$198K	Buy	3,004 +1,636	+120%	+$103K	0.06%	205
2024 Q2	$82.8K	Hold	1,368	–	–	0.03%	270
2024 Q1	$85.5K	Hold	1,368	–	–	0.03%	251
2023 Q4	$79.6K	Hold	1,368	–	–	0.03%	253
2023 Q3	$71.2K	Hold	1,368	–	–	0.03%	247
2023 Q2	$75.3K	Buy	1,368 +1,052	+333%	+$55.1K	0.03%	247
2023 Q1	$16.7K	Hold	316	–	–	0.01%	348
2022 Q4	$16.1K	Buy	+316	New	+$16.1K	0.01%	335

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

Brown, Lisle/Cummings's VO Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,004 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #217.

Brown, Lisle/Cummings first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Brown, Lisle/Cummings held 3,004 shares of Vanguard Morningstar Mid-Cap ETF worth $242K as of Q2 2026.
Brown, Lisle/Cummings left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #217 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.