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Choate Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Choate Investment Advisors’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 		$2.27M Sell
28,169
-2,579
-8% -$200K 0.04% 161
2026
Q1 		$2.21M Sell
30,748
-1,680
-5% -$125K 0.04% 154
2025
Q4 		$2.35M Sell
32,428
-40,028
-55% -$2.91M 0.05% 142
2025
Q3 		$5.32M Sell
72,456
-1,497,680
-95% -$108M 0.11% 82
2025
Q2 		$110M Sell
1,570,136
-88,372
-5% -$5.8M 2.38% 8
2025
Q1 		$107M Sell
1,658,508
-54,668
-3% -$3.67M 2.66% 6
2024
Q4 		$113M Buy
1,713,176
+1,689,176
+7,038% +$115M 2.72% 6
2024
Q3 		$1.58M Sell
24,000
-3,988
-14% -$250K 0.04% 154
2024
Q2 		$1.69M Buy
27,988
+3,988
+17% +$242K 0.04% 145
2024
Q1 		$1.5M Buy
+24,000
New +$1.42M 0.04% 159
2023
Q2 		– Sell
-4,600
Closed -$243K – 357
2023
Q1 		$243K Hold
4,600
– – 0.01% 243
2022
Q4 		$234K Buy
+4,600
New +$234K 0.01% 245
2014
Q3 		– Sell
-548
Closed -$16.2K – 301
2014
Q2 		$16.2K Buy
+548
New +$15.6K ﹤0.01% 289

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Choate Investment Advisors's VO Position: Q2 2026 in Review

Choate Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, selling an estimated $200K and leaving 28,169 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #161.

Choate Investment Advisors first reported a position in VO in Q2 2014 and has held it in 13 quarters since. The position peaked at $113M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Choate Investment Advisors held 28,169 shares of Vanguard Morningstar Mid-Cap ETF worth $2.27M as of Q2 2026.
  • Choate Investment Advisors sold 2,579 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Choate Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Choate Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2014 and has held it in 13 quarters since.
  • Choate Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $113M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.