Coston McIsaac & Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Coston McIsaac & 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	$38K	Hold	484	–	–	0.01%	383
2026 Q1	$34K	Hold	484	–	–	0.01%	383
2025 Q4	$35K	Hold	484	–	–	0.01%	373
2025 Q3	$35K	Hold	484	–	–	0.01%	365
2025 Q2	$33K	Hold	484	–	–	0.01%	363
2025 Q1	$31K	Sell	484 -96	-17%	-$6.44K	0.01%	346
2024 Q4	$38K	Buy	580 +96	+20%	+$6.52K	0.01%	318
2024 Q3	$31K	Hold	484	–	–	0.01%	341
2024 Q2	$29K	Hold	484	–	–	0.01%	339
2024 Q1	$30K	Hold	484	–	–	0.01%	341
2023 Q4	$28K	Hold	484	–	–	0.01%	349
2023 Q3	$25K	Hold	484	–	–	0.01%	356
2023 Q2	$26K	Hold	484	–	–	0.01%	374
2023 Q1	$25K	Sell	484 -440	-48%	-$23.4K	0.01%	373
2022 Q4	$47K	Buy	924 +440	+91%	+$22.4K	0.02%	271
2022 Q3	$22K	Hold	484	–	–	0.01%	325
2022 Q2	$24K	Buy	+484	New	+$26.2K	0.01%	195

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

Coston McIsaac & Partners's VO Position: Q2 2026 in Review

Coston McIsaac & Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 484 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #383.

Coston McIsaac & Partners first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $47K in Q4 2022. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Coston McIsaac & Partners held 484 shares of Vanguard Morningstar Mid-Cap ETF worth $38K as of Q2 2026.
Coston McIsaac & Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #383 holding.
Coston McIsaac & Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $47K in Q4 2022.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.