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

Fiduciary Wealth 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 		$4.56M Sell
56,576
-31,628
-36% -$2.45M 2.51% 8
2026
Q1 		$6.33M Sell
88,204
-114,600
-57% -$8.51M 4.14% 4
2025
Q4 		$14.7M Sell
202,804
-14,928
-7% -$1.09M 6.03% 4
2025
Q3 		$16M Buy
217,732
+75,200
+53% +$5.4M 6.71% 4
2025
Q2 		$9.97M Buy
142,532
+44,648
+46% +$2.93M 9.39% 2
2025
Q1 		$6.33M Buy
+97,884
New +$6.57M 5.47% 4
2017
Q3 		$6.53M Hold
177,636
– – 8.71% 4
2017
Q2 		$6.33M Sell
177,636
-10,792
-6% -$381K 7.74% 4
2017
Q1 		$6.56M Sell
188,428
-14,808
-7% -$509K 6.65% 5
2016
Q4 		$6.79M Sell
203,236
-3,168
-2% -$103K 6.86% 5
2016
Q3 		$6.68M Sell
206,404
-13,004
-6% -$417K 6.68% 5
2016
Q2 		$6.78M Sell
219,408
-184
-0.1% -$5.62K 7.22% 5
2016
Q1 		$6.66M Sell
219,592
-323,416
-60% -$9.15M 6.99% 5
2015
Q4 		$13.4M Buy
+543,008
New +$16.6M 11.71% 3

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

Fiduciary Wealth Partners's VO Position: Q2 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q2 2026, selling an estimated $2.45M and leaving 56,576 shares worth $4.56M. The position accounts for 2.51% of the portfolio, ranked #8.

Fiduciary Wealth Partners first reported a position in VO in Q4 2015 and has held it in 14 quarters since. The position peaked at $16M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fiduciary Wealth Partners held 56,576 shares of Vanguard Morningstar Mid-Cap ETF worth $4.56M as of Q2 2026.
  • Fiduciary Wealth Partners sold 31,628 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.45M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.51% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Fiduciary Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 14 quarters since.
  • Fiduciary Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $16M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.