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

Essential 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 		$404K Hold
5,020
– – 0.19% 109
2026
Q1 		$360K Hold
5,020
– – 0.12% 193
2025
Q4 		$364K Hold
5,020
– – 0.11% 231
2025
Q3 		$369K Hold
5,020
– – 0.12% 216
2025
Q2 		$351K Buy
+5,020
New +$330K 0.14% 209

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

Essential Partners's VO Position: Q2 2026 in Review

Essential Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,020 shares worth $404K. The position accounts for 0.19% of the portfolio, ranked #109.

Essential Partners first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Essential Partners held 5,020 shares of Vanguard Morningstar Mid-Cap ETF worth $404K as of Q2 2026.
  • Essential Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Essential Partners's portfolio in Q2 2026, its #109 holding.
  • Essential Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.