Chilton Investment Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Chilton Investment Company’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	$4.66M	Buy	57,797 +11,473	+25%	+$889K	0.11%	93
2026 Q1	$3.33M	Buy	46,324 +43,304	+1,434%	+$3.22M	0.08%	100
2025 Q4	$219K	Sell	3,020 -2,060	-41%	-$150K	﹤0.01%	276
2025 Q3	$373K	Sell	5,080 -132	-3%	-$9.48K	0.01%	219
2025 Q2	$365K	Buy	+5,212	New	+$342K	0.01%	175

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

Chilton Investment Company's VO Position: Q2 2026 in Review

Chilton Investment Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 25% in Q2 2026, buying an estimated $889K and bringing the position to 57,797 shares worth $4.66M. The position accounts for 0.11% of the portfolio, ranked #93.

Chilton Investment Company first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Chilton Investment Company held 57,797 shares of Vanguard Morningstar Mid-Cap ETF worth $4.66M as of Q2 2026.
Chilton Investment Company bought 11,473 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $889K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Chilton Investment Company's portfolio in Q2 2026, its #93 holding.
Chilton Investment Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.