Copeland Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Copeland Capital 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	$822K	Buy	+10,202	New	+$791K	0.02%	137
2024 Q3	–	Sell	-10,336	Closed	-$626K	–	282
2024 Q2	$626K	Buy	10,336 +8,584	+490%	+$522K	0.01%	135
2024 Q1	$109K	Sell	1,752 -2,284	-57%	-$135K	﹤0.01%	152
2023 Q4	$235K	Buy	4,036 +2,896	+254%	+$155K	﹤0.01%	128
2023 Q3	$59.3K	Buy	1,140 +712	+166%	+$39K	﹤0.01%	151
2023 Q2	$23.6K	Sell	428 -28	-6%	-$1.47K	﹤0.01%	195
2023 Q1	$24K	Sell	456 -11,304	-96%	-$601K	﹤0.01%	201
2022 Q4	$599K	Buy	+11,760	New	+$599K	0.02%	129

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

Copeland Capital Management's VO Position: Q2 2026 in Review

Copeland Capital Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 10,202 shares worth $822K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings. This is a return to the name: Copeland Capital Management previously reported a position in VO as recently as Q2 2024.

Copeland Capital Management first reported a position in VO in Q4 2022 and has held it in 8 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Copeland Capital Management held 10,202 shares of Vanguard Morningstar Mid-Cap ETF worth $822K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Copeland Capital Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Copeland Capital Management's portfolio in Q2 2026, its #137 holding.
Copeland Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.