Burling Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Burling Wealth Partners’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	$21.5M	Buy	267,337 +9,781	+4%	+$758K	3.15%	6
2026 Q1	$18.5M	Sell	257,556 -20,916	-8%	-$1.55M	2.99%	7
2025 Q4	$20.2M	Buy	278,472 +6,436	+2%	+$468K	3.14%	7
2025 Q3	$20M	Sell	272,036 -3,460	-1%	-$248K	3.31%	5
2025 Q2	$19.3M	Sell	275,496 -296	-0.1%	-$19.4K	3.56%	5
2025 Q1	$17.8M	Sell	275,792 -6,372	-2%	-$428K	3.75%	4
2024 Q4	$18.6M	Buy	+282,164	New	+$19.2M	3.8%	4

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

Burling Wealth Partners's VO Position: Q2 2026 in Review

Burling Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, buying an estimated $758K and bringing the position to 267,337 shares worth $21.5M. The position accounts for 3.15% of the portfolio, ranked #6.

Burling Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Burling Wealth Partners held 267,337 shares of Vanguard Morningstar Mid-Cap ETF worth $21.5M as of Q2 2026.
Burling Wealth Partners bought 9,781 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $758K.
Vanguard Morningstar Mid-Cap ETF made up 3.15% of Burling Wealth Partners's portfolio in Q2 2026, its #6 holding.
Burling Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.