Byrne Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Byrne Asset 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	$212K	Sell	2,636 -16	-0.6%	-$1.24K	0.11%	141
2026 Q1	$190K	Sell	2,652 -188	-7%	-$14K	0.11%	139
2025 Q4	$206K	Hold	2,840	–	–	0.11%	132
2025 Q3	$209K	Sell	2,840 -188	-6%	-$13.5K	0.13%	115
2025 Q2	$212K	Buy	+3,028	New	+$199K	0.14%	110
2025 Q1	–	Sell	-4,524	Closed	-$304K	–	88
2024 Q4	$299K	Sell	4,524 -76	-2%	-$5.16K	0.21%	85
2024 Q3	$303K	Buy	4,600 +16	+0.3%	+$1K	0.21%	90
2024 Q2	$278K	Sell	4,584 -124	-3%	-$7.54K	0.2%	93
2024 Q1	$294K	Hold	4,708	–	–	0.2%	95
2023 Q4	$275K	Buy	4,708 +20	+0.4%	+$1.07K	0.21%	98
2023 Q3	$244K	Sell	4,688 -36	-0.8%	-$1.97K	0.2%	95
2023 Q2	$260K	Sell	4,724 -644	-12%	-$33.8K	0.17%	129
2023 Q1	$283K	Sell	5,368 -136	-2%	-$7.24K	0.2%	115
2022 Q4	$280K	Buy	5,504 +236	+4%	+$12K	0.2%	113
2022 Q3	$248K	Sell	5,268 -24	-0.5%	-$1.25K	0.19%	105
2022 Q2	$261K	Sell	5,292 -1,160	-18%	-$62.7K	0.19%	92
2022 Q1	$384K	Sell	6,452 -452	-7%	-$26.5K	0.24%	84
2021 Q4	$440K	Buy	+6,904	New	+$433K	0.29%	82

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

Byrne Asset Management's VO Position: Q2 2026 in Review

Byrne Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.6% in Q2 2026, selling an estimated $1.24K and leaving 2,636 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #141.

Byrne Asset Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Byrne Asset Management held 2,636 shares of Vanguard Morningstar Mid-Cap ETF worth $212K as of Q2 2026.
Byrne Asset Management sold 16 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Byrne Asset Management's portfolio in Q2 2026, its #141 holding.
Byrne Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Byrne Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $440K in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.