Family Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Family 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	$151K	Hold	1,876	–	–	0.02%	284
2026 Q1	$135K	Hold	1,876	–	–	0.02%	263
2025 Q4	$136K	Hold	1,876	–	–	0.02%	244
2025 Q3	$138K	Hold	1,876	–	–	0.02%	224
2025 Q2	$131K	Sell	1,876 -932	-33%	-$61.2K	0.02%	195
2025 Q1	$182K	Sell	2,808 -120	-4%	-$8.05K	0.03%	178
2024 Q4	$193K	Sell	2,928 -2,520	-46%	-$171K	0.03%	162
2024 Q3	$359K	Sell	5,448 -14,344	-72%	-$901K	0.06%	125
2024 Q2	$1.2M	Sell	19,792 -436	-2%	-$26.5K	0.21%	72
2024 Q1	$1.26M	Sell	20,228 -26,040	-56%	-$1.54M	0.23%	70
2023 Q4	$2.69M	Buy	46,268 +6,244	+16%	+$334K	0.56%	43
2023 Q3	$2.08M	Buy	40,024 +28	+0.1%	+$1.54K	0.47%	47
2023 Q2	$2.2M	Buy	+39,996	New	+$2.1M	0.48%	44
2021 Q1	–	Sell	-208	Closed	-$11K	–	187
2020 Q4	$11K	Buy	+208	New	+$10.1K	﹤0.01%	170
2020 Q2	–	Sell	-1,436	Closed	-$47K	–	177
2020 Q1	$47K	Sell	1,436 -1,496	-51%	-$61.9K	0.02%	148
2019 Q4	$131K	Hold	2,932	–	–	0.05%	160
2019 Q3	$123K	Sell	2,932 -148	-5%	-$6.18K	0.05%	144
2019 Q2	$129K	Buy	+3,080	New	+$126K	0.05%	138

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

Family Management's VO Position: Q2 2026 in Review

Family Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,876 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #284.

Family Management first reported a position in VO in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.69M in Q4 2023. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Family Management held 1,876 shares of Vanguard Morningstar Mid-Cap ETF worth $151K as of Q2 2026.
Family Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Family Management's portfolio in Q2 2026, its #284 holding.
Family Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 18 quarters since.
Family Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.69M in Q4 2023.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.