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

Edgestream 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	$530K	Buy	6,573 +2,861	+77%	+$222K	0.02%	785
2026 Q1	$267K	Buy	+3,712	New	+$276K	0.01%	818
2025 Q3	–	Sell	-4,056	Closed	-$284K	–	1077
2025 Q2	$284K	Buy	4,056 +232	+6%	+$15.2K	0.01%	790
2025 Q1	$247K	Buy	+3,824	New	+$257K	0.01%	783
2024 Q4	–	Sell	-5,248	Closed	-$346K	–	1105
2024 Q3	$346K	Buy	5,248 +1,656	+46%	+$104K	0.02%	754
2024 Q2	$217K	Buy	+3,592	New	+$218K	0.01%	797

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

Edgestream Partners's VO Position: Q2 2026 in Review

Edgestream Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 77% in Q2 2026, buying an estimated $222K and bringing the position to 6,573 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #785.

Edgestream Partners first reported a position in VO in Q2 2024 and has held it in 6 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Edgestream Partners held 6,573 shares of Vanguard Morningstar Mid-Cap ETF worth $530K as of Q2 2026.
Edgestream Partners bought 2,861 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $222K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #785 holding.
Edgestream Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.