CPIG
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Chicago Partners Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Chicago Partners 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 		$136M Sell
1,696,716
-4,767,776
-74% -$370M 2.73% 3
2026
Q1 		$124M Buy
6,464,492
+4,918,564
+318% +$365M 2.76% 2
2025
Q4 		$115M Buy
1,545,928
+26,716
+2% +$1.94M 2.84% 2
2025
Q3 		$111M Buy
1,519,212
+77,200
+5% +$5.54M 2.92% 2
2025
Q2 		$104M Buy
1,442,012
+21,072
+1% +$1.38M 2.99% 2
2025
Q1 		$92.5M Buy
1,420,940
+72,200
+5% +$4.85M 3.08% 2
2024
Q4 		$89.8M Buy
1,348,740
+24,576
+2% +$1.67M 2.99% 2
2024
Q3 		$88M Buy
1,324,164
+41,904
+3% +$2.63M 3.14% 2
2024
Q2 		$80.2M Buy
1,282,260
+40,504
+3% +$2.46M 3.1% 2
2024
Q1 		$74.2M Buy
1,241,756
+81,748
+7% +$4.83M 3.15% 2
2023
Q4 		$66.4M Buy
1,160,008
+104,780
+10% +$5.6M 3.07% 2
2023
Q3 		$52.7M Buy
1,055,228
+63,676
+6% +$3.49M 2.84% 3
2023
Q2 		$55.7M Buy
991,552
+43,476
+5% +$2.28M 2.89% 3
2023
Q1 		$49.9M Buy
948,076
+83,272
+10% +$4.43M 2.91% 3
2022
Q4 		$48.3M Buy
864,804
+68,160
+9% +$3.47M 2.96% 2
2022
Q3 		$40.2M Buy
796,644
+9,856
+1% +$515K 2.87% 3
2022
Q2 		$42.4M Buy
786,788
+18,160
+2% +$981K 3.07% 2
2022
Q1 		$39.6M Buy
768,628
+15,148
+2% +$889K 3.03% 3
2021
Q4 		$43.8M Buy
753,480
+34,112
+5% +$2.14M 3.1% 3
2021
Q3 		$46.2M Buy
719,368
+21,136
+3% +$1.28M 3.24% 2
2021
Q2 		$41.8M Buy
698,232
+38,476
+6% +$2.23M 3.11% 2
2021
Q1 		$38.6M Buy
659,756
+34,904
+6% +$1.89M 3.18% 3
2020
Q4 		$33.4M Buy
624,852
+32,148
+5% +$1.56M 3.17% 4
2020
Q3 		$27.1M Buy
592,704
+17,664
+3% +$770K 3.21% 4
2020
Q2 		$24.8M Buy
575,040
+6,716
+1% +$257K 3.1% 4
2020
Q1 		$20.9M Buy
568,324
+57,052
+11% +$2.36M 3.22% 3
2019
Q4 		$23.4M Buy
511,272
+64,892
+15% +$2.79M 2.88% 7
2019
Q3 		$18.9M Buy
446,380
+12,844
+3% +$537K 2.66% 8
2019
Q2 		$18.3M Buy
433,536
+23,400
+6% +$958K 2.63% 11
2019
Q1 		$16.9M Buy
410,136
+29,892
+8% +$1.15M 2.5% 11
2018
Q4 		$13.8M Sell
380,244
-15,632
-4% -$587K 2.05% 12
2018
Q3 		$14.4M Buy
395,876
+39,256
+11% +$1.6M 2.15% 11
2018
Q2 		$14.1M Buy
356,620
+5,564
+2% +$218K 2.18% 11
2018
Q1 		$13.5M Buy
351,056
+32,816
+10% +$1.29M 2.32% 10
2017
Q4 		$12.3M Buy
318,240
+17,952
+6% +$678K 2.01% 13
2017
Q3 		$11M Buy
300,288
+180,988
+152% +$6.53M 1.88% 14
2017
Q2 		$4.07M Sell
119,300
-72,328
-38% -$2.56M 1.06% 24
2017
Q1 		$6.67M Buy
191,628
+59,640
+45% +$2.05M 1.89% 15
2016
Q4 		$4.34M Buy
131,988
+44,524
+51% +$1.44M 1.58% 17
2016
Q3 		$2.83M Buy
87,464
+13,944
+19% +$447K 1.12% 22
2016
Q2 		$2.27M Buy
73,520
+11,816
+19% +$361K 1.09% 24
2016
Q1 		$1.87M Sell
61,704
-13,468
-18% -$381K 0.97% 26
2015
Q4 		$2.26M Buy
75,172
+27,040
+56% +$825K 1.08% 25
2015
Q3 		$1.4M Sell
48,132
-10,844
-18% -$338K 0.78% 32
2015
Q2 		$1.88M Sell
58,976
-4,360
-7% -$141K 0.85% 33
2015
Q1 		$1.96M Buy
63,336
+4,644
+8% +$146K 0.86% 32
2014
Q4 		$1.81M Buy
+58,692
New +$1.77M 0.77% 32

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Chicago Partners Investment Group's VO Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 74% in Q2 2026, selling an estimated $370M and leaving 1,696,716 shares worth $136M. The position accounts for 2.73% of the portfolio, ranked #3.

Chicago Partners Investment Group first reported a position in VO in Q4 2014 and has held it in 47 quarters since. 1,266 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Chicago Partners Investment Group held 1,696,716 shares of Vanguard Morningstar Mid-Cap ETF worth $136M as of Q2 2026.
  • Chicago Partners Investment Group sold 4,767,776 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $370M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.73% of Chicago Partners Investment Group's portfolio in Q2 2026, its #3 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.