Colter Lewis Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Colter Lewis Investment 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	$697K	Buy	+8,656	New	+$671K	0.31%	54

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

Colter Lewis Investment Partners's VO Position: Q2 2026 in Review

Colter Lewis Investment Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 8,656 shares worth $697K. The stake represents 0.31% of the portfolio and ranks #54 among its holdings.

2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Colter Lewis Investment Partners held 8,656 shares of Vanguard Morningstar Mid-Cap ETF worth $697K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Colter Lewis Investment Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #54 holding.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.