Envestnet Portfolio Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Envestnet Portfolio Solutions’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	$999K	Sell	12,400 -248	-2%	-$19.2K	﹤0.01%	708
2026 Q1	$908K	Sell	12,648 -11,041,164	-100%	-$820M	0.01%	664
2025 Q4	$802M	Buy	11,053,812 +417,756	+4%	+$30.4M	2.82%	6
2025 Q3	$781M	Buy	10,636,056 +376,136	+4%	+$27M	2.88%	5
2025 Q2	$718M	Buy	10,259,920 +10,025,408	+4,275%	+$658M	2.64%	7
2025 Q1	$15.2M	Sell	234,512 -31,668	-12%	-$2.13M	0.06%	162
2024 Q4	$17.6M	Sell	266,180 -12,364	-4%	-$839K	0.06%	152
2024 Q3	$18.4M	Sell	278,544 -2,672	-1%	-$168K	0.06%	154
2024 Q2	$17M	Sell	281,216 -8,992	-3%	-$546K	0.06%	163
2024 Q1	$18.1M	Sell	290,208 -22,960	-7%	-$1.36M	0.07%	144
2023 Q4	$18.2M	Sell	313,168 -2,892	-0.9%	-$155K	0.08%	128
2023 Q3	$16.5M	Buy	+316,060	New	+$17.3M	0.08%	123

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

Envestnet Portfolio Solutions's VO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, selling an estimated $19.2K and leaving 12,400 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Envestnet Portfolio Solutions first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $802M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Envestnet Portfolio Solutions held 12,400 shares of Vanguard Morningstar Mid-Cap ETF worth $999K as of Q2 2026.
Envestnet Portfolio Solutions sold 248 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #708 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $802M in Q4 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.