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

ETF Portfolio 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	$628K	Buy	7,800 +256	+3%	+$19.8K	0.15%	38
2026 Q1	$542K	Sell	7,544 -688	-8%	-$51.1K	0.14%	39
2025 Q4	$597K	Hold	8,232	–	–	0.15%	38
2025 Q3	$605K	Buy	8,232 +688	+9%	+$49.4K	0.16%	37
2025 Q2	$528K	Hold	7,544	–	–	0.15%	39
2025 Q1	$488K	Hold	7,544	–	–	0.15%	39
2024 Q4	$498K	Buy	7,544 +816	+12%	+$55.4K	0.15%	32
2024 Q3	$444K	Sell	6,728 -280	-4%	-$17.6K	0.13%	35
2024 Q2	$424K	Hold	7,008	–	–	0.13%	34
2024 Q1	$438K	Buy	7,008 +112	+2%	+$6.62K	0.14%	36
2023 Q4	$401K	Buy	6,896 +108	+2%	+$5.77K	0.13%	35
2023 Q3	$353K	Buy	6,788 +132	+2%	+$7.24K	0.13%	36
2023 Q2	$366K	Buy	6,656 +1,296	+24%	+$67.9K	0.13%	35
2023 Q1	$283K	Hold	5,360	–	–	0.11%	42
2022 Q4	$273K	Hold	5,360	–	–	0.11%	43
2022 Q3	$252K	Buy	+5,360	New	+$280K	0.11%	45
2022 Q2	–	Sell	-3,912	Closed	-$233K	–	56
2022 Q1	$233K	Buy	+3,912	New	+$230K	0.09%	49
2021 Q4	–	Sell	-3,912	Closed	-$232K	–	48
2021 Q3	$232K	Hold	3,912	–	–	0.09%	47
2021 Q2	$232K	Hold	3,912	–	–	0.09%	49
2021 Q1	$216K	Hold	3,912	–	–	0.1%	47
2020 Q4	$202K	Buy	+3,912	New	+$189K	0.09%	48

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

ETF Portfolio Partners's VO Position: Q2 2026 in Review

ETF Portfolio Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 7,800 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #38.

ETF Portfolio Partners first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ETF Portfolio Partners held 7,800 shares of Vanguard Morningstar Mid-Cap ETF worth $628K as of Q2 2026.
ETF Portfolio Partners bought 256 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of ETF Portfolio Partners's portfolio in Q2 2026, its #38 holding.
ETF Portfolio Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.