F.L. Putnam Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

F.L. Putnam Investment Management’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	$3.95M	Sell	49,066 -242	-0.5%	-$18.8K	0.05%	211
2026 Q1	$3.54M	Sell	49,308 -5,120	-9%	-$380K	0.05%	192
2025 Q4	$3.95M	Buy	54,428 +16,952	+45%	+$1.23M	0.06%	187
2025 Q3	$2.75M	Sell	37,476 -212	-0.6%	-$15.2K	0.04%	223
2025 Q2	$2.64M	Sell	37,688 -1,580	-4%	-$104K	0.05%	216
2025 Q1	$2.54M	Buy	39,268 +5,760	+17%	+$387K	0.05%	216
2024 Q4	$2.21M	Buy	33,508 +128	+0.4%	+$8.69K	0.04%	231
2024 Q3	$2.2M	Buy	33,380 +296	+0.9%	+$18.6K	0.04%	235
2024 Q2	$2M	Sell	33,084 -3,464	-9%	-$211K	0.04%	241
2024 Q1	$2.28M	Buy	36,548 +3,244	+10%	+$192K	0.05%	199
2023 Q4	$1.94M	Sell	33,304 -1,504	-4%	-$80.4K	0.05%	212
2023 Q3	$1.81M	Sell	34,808 -1,244	-3%	-$68.2K	0.05%	214
2023 Q2	$1.98M	Buy	36,052 +608	+2%	+$31.9K	0.05%	216
2023 Q1	$1.87M	Buy	35,444 +5,732	+19%	+$305K	0.06%	191
2022 Q4	$1.51M	Sell	29,712 -128	-0.4%	-$6.52K	0.06%	198
2022 Q3	$1.4M	Sell	29,840 -416	-1%	-$21.7K	0.05%	196
2022 Q2	$1.49M	Buy	30,256 +492	+2%	+$26.6K	0.05%	197
2022 Q1	$1.77M	Buy	29,764 +2,516	+9%	+$148K	0.06%	182
2021 Q4	$1.74M	Buy	27,248 +1,908	+8%	+$120K	0.05%	186
2021 Q3	$1.5M	Sell	25,340 -4,732	-16%	-$286K	0.05%	182
2021 Q2	$1.78M	Buy	30,072 +980	+3%	+$56.8K	0.06%	172
2021 Q1	$1.61M	Buy	29,092 +4,888	+20%	+$265K	0.07%	157
2020 Q4	$1.25M	Buy	24,204 +1,088	+5%	+$52.7K	0.06%	153
2020 Q3	$1.02M	Buy	23,116 +1,320	+6%	+$57.5K	0.06%	148
2020 Q2	$893K	Buy	21,796 +6,856	+46%	+$263K	0.05%	155
2020 Q1	$492K	Sell	14,940 -648	-4%	-$26.8K	0.04%	196
2019 Q4	$694K	Buy	15,588 +788	+5%	+$33.8K	0.04%	201
2019 Q3	$620K	Buy	14,800 +14,616	+7,943%	+$611K	0.04%	183
2019 Q2	$8K	Buy	+184	New	+$7.53K	﹤0.01%	265

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

F.L. Putnam Investment Management's VO Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q2 2026, selling an estimated $18.8K and leaving 49,066 shares worth $3.95M. The position accounts for 0.05% of the portfolio, ranked #211.

F.L. Putnam Investment Management first reported a position in VO in Q2 2019 and has held it in 29 quarters since. 1,895 funds tracked by Wall St. Rank hold VO as of Q2 2026.

F.L. Putnam Investment Management held 49,066 shares of Vanguard Morningstar Mid-Cap ETF worth $3.95M as of Q2 2026.
F.L. Putnam Investment Management sold 242 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $18.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #211 holding.
F.L. Putnam Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
1,895 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.