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Cresset Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cresset Asset 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 		$105M Sell
1,297,689
-20,531
-2% -$1.59M 0.38% 40
2026
Q1 		$94.6M Sell
1,318,220
-798,380
-38% -$59.3M 0.41% 38
2025
Q4 		$154M Buy
2,116,600
+777,892
+58% +$56.6M 0.65% 25
2025
Q3 		$98.7M Buy
1,338,708
+10,832
+0.8% +$778K 0.43% 38
2025
Q2 		$93.2M Sell
1,327,876
-150,400
-10% -$9.87M 0.46% 34
2025
Q1 		$95.6M Sell
1,478,276
-4,804
-0.3% -$322K 0.48% 34
2024
Q4 		$97.9M Sell
1,483,080
-17,296
-1% -$1.17M 0.47% 34
2024
Q3 		$99M Sell
1,500,376
-30,724
-2% -$1.93M 0.38% 39
2024
Q2 		$93M Sell
1,531,100
-4,768
-0.3% -$290K 0.39% 39
2024
Q1 		$95.9M Sell
1,535,868
-485,760
-24% -$28.7M 0.46% 31
2023
Q4 		$118M Buy
2,021,628
+442,020
+28% +$23.6M 0.7% 24
2023
Q3 		$82.2M Sell
1,579,608
-16,508
-1% -$905K 0.32% 40
2023
Q2 		$87.9M Buy
1,596,116
+7,120
+0.4% +$373K 0.11% 62
2023
Q1 		$83.8M Sell
1,588,996
-62,632
-4% -$3.33M 1.68% 13
2022
Q4 		$84M Buy
1,651,628
+702,292
+74% +$35.8M 1.06% 14
2022
Q3 		$44.6M Sell
949,336
-489,592
-34% -$25.6M 0.56% 23
2022
Q2 		$46.6M Buy
1,438,928
+156
+0% +$8.43K 0.57% 23
2022
Q1 		$85.5M Sell
1,438,772
-22,984
-2% -$1.35M 0.89% 15
2021
Q4 		$93.1M Buy
1,461,756
+1,325,964
+976% +$83.1M 0.9% 16
2021
Q3 		$8.04M Sell
135,792
-1,768
-1% -$107K 0.11% 79
2021
Q2 		$8.16M Buy
137,560
+40,544
+42% +$2.35M 0.12% 65
2021
Q1 		$5.37M Sell
97,016
-4,044
-4% -$219K 0.08% 89
2020
Q4 		$5.22M Buy
101,060
+3,672
+4% +$178K 0.08% 88
2020
Q3 		$4.29M Sell
97,388
-668
-0.7% -$29.1K 0.08% 105
2020
Q2 		$4.02M Sell
98,056
-68,332
-41% -$2.62M 0.09% 94
2020
Q1 		$5.48M Sell
166,388
-125,008
-43% -$5.18M 0.17% 46
2019
Q4 		$13M Buy
291,396
+66,544
+30% +$2.86M 0.35% 29
2019
Q3 		$9.42M Buy
224,852
+84,536
+60% +$3.53M 0.29% 38
2019
Q2 		$5.88M Buy
140,316
+3,992
+3% +$163K 0.18% 69
2019
Q1 		$5.5M Buy
136,324
+16,580
+14% +$638K 0.21% 32
2018
Q4 		$4.14M Buy
+119,744
New +$4.5M 0.25% 27

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

Cresset Asset Management's VO Position: Q2 2026 in Review

Cresset Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $1.59M and leaving 1,297,689 shares worth $105M. The position accounts for 0.38% of the portfolio, ranked #40.

Cresset Asset Management first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $154M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cresset Asset Management held 1,297,689 shares of Vanguard Morningstar Mid-Cap ETF worth $105M as of Q2 2026.
  • Cresset Asset Management sold 20,531 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.59M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.38% of Cresset Asset Management's portfolio in Q2 2026, its #40 holding.
  • Cresset Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $154M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.