EI
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Ellevest Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ellevest Inc’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 		$9.4M Buy
175,606
+64,382
+58% +$4.99M 1.11% 16
2026
Q1 		$7.99M Buy
111,224
+2,564
+2% +$191K 1.11% 17
2025
Q4 		$7.88M Buy
108,660
+3,840
+4% +$279K 1.09% 18
2025
Q3 		$7.7M Buy
104,820
+6,216
+6% +$446K 1.1% 18
2025
Q2 		$6.9M Sell
98,604
-389,672
-80% -$25.6M 1.1% 17
2025
Q1 		$31.6M Sell
488,276
-74,140
-13% -$4.98M 2.1% 10
2024
Q4 		$37.2M Sell
562,416
-10,700
-2% -$726K 2.15% 11
2024
Q3 		$37.8M Buy
573,116
+15,516
+3% +$974K 2.09% 11
2024
Q2 		$33.7M Buy
557,600
+17,336
+3% +$1.05M 2.02% 11
2024
Q1 		$33.7M Buy
540,264
+13,056
+2% +$772K 2.09% 11
2023
Q4 		$30.7M Buy
527,208
+16,520
+3% +$883K 2.09% 10
2023
Q3 		$26.6M Buy
510,688
+6,580
+1% +$361K 2.04% 11
2023
Q2 		$27.7M Buy
504,108
+18,656
+4% +$978K 2.09% 11
2023
Q1 		$25.6M Buy
485,452
+8,488
+2% +$452K 1.99% 11
2022
Q4 		$24.3M Buy
476,964
+14,392
+3% +$733K 2.05% 11
2022
Q3 		$21.7M Buy
462,572
+23,360
+5% +$1.22M 2.06% 11
2022
Q2 		$21.6M Buy
439,212
+22,720
+5% +$1.23M 2.03% 11
2022
Q1 		$25M Sell
416,492
-39,968
-9% -$2.34M 2.11% 11
2021
Q4 		$24.4M Buy
456,460
+90,732
+25% +$5.69M 2.17% 10
2021
Q3 		$21.6M Buy
365,728
+23,636
+7% +$1.43M 2.11% 11
2021
Q2 		$20.3M Buy
342,092
+34,396
+11% +$1.99M 2.02% 11
2021
Q1 		$17M Buy
307,696
+31,476
+11% +$1.71M 2.05% 12
2020
Q4 		$14.3M Buy
276,220
+16,572
+6% +$802K 2.09% 11
2020
Q3 		$11.4M Buy
259,648
+23,232
+10% +$1.01M 2.05% 11
2020
Q2 		$9.69M Buy
236,416
+8,836
+4% +$338K 2.07% 11
2020
Q1 		$7.49M Buy
227,580
+47,368
+26% +$1.96M 2.07% 10
2019
Q4 		$8.03M Buy
180,212
+23,380
+15% +$1M 2.23% 11
2019
Q3 		$6.57M Sell
156,832
-107,412
-41% -$4.49M 2.3% 10
2019
Q2 		$5.75M Buy
264,244
+232
+0.1% +$9.49K 2.28% 10
2019
Q1 		$6.74M Buy
264,012
+126,716
+92% +$4.87M 3.21% 8
2018
Q4 		$4.7M Buy
+137,296
New +$5.15M 2.39% 8

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

Ellevest Inc's VO Position: Q2 2026 in Review

Ellevest Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 58% in Q2 2026, buying an estimated $4.99M and bringing the position to 175,606 shares worth $9.4M. The position accounts for 1.11% of the portfolio, ranked #16.

Ellevest Inc first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $37.8M in Q3 2024. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ellevest Inc held 175,606 shares of Vanguard Morningstar Mid-Cap ETF worth $9.4M as of Q2 2026.
  • Ellevest Inc bought 64,382 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.99M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.11% of Ellevest Inc's portfolio in Q2 2026, its #16 holding.
  • Ellevest Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Ellevest Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $37.8M in Q3 2024.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.