EARNEST Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

EARNEST 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	$236K	Buy	+2,925	New	+$227K	﹤0.01%	293
2025 Q2	–	Sell	-16,424	Closed	-$1.06M	–	296
2025 Q1	$1.06M	Buy	+16,424	New	+$1.1M	0.01%	239
2023 Q4	–	Sell	-12	Closed	-$625	–	1065
2023 Q3	$625	Sell	12 -28	-70%	-$1.54K	﹤0.01%	1103
2023 Q2	$2.2K	Buy	+40	New	+$2.1K	﹤0.01%	983
2023 Q1	–	Sell	-5,496	Closed	-$280K	–	1176
2022 Q4	$280K	Buy	+5,496	New	+$280K	﹤0.01%	263
2022 Q3	–	Sell	-428	Closed	-$21K	–	1165
2022 Q2	$21K	Buy	+428	New	+$23.1K	﹤0.01%	459

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

EARNEST Partners's VO Position: Q2 2026 in Review

EARNEST Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,925 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: EARNEST Partners previously reported a position in VO as recently as Q1 2025.

EARNEST Partners first reported a position in VO in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

EARNEST Partners held 2,925 shares of Vanguard Morningstar Mid-Cap ETF worth $236K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new EARNEST Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of EARNEST Partners's portfolio in Q2 2026, its #293 holding.
EARNEST Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 6 quarters since.
EARNEST Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.06M in Q1 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.