First Long Island Investors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First Long Island Investors’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	$287K	Hold	3,560	–	–	0.02%	65
2026 Q1	$256K	Hold	3,560	–	–	0.02%	64
2025 Q4	$258K	Hold	3,560	–	–	0.02%	68
2025 Q3	$261K	Hold	3,560	–	–	0.02%	64
2025 Q2	$249K	Hold	3,560	–	–	0.02%	60
2025 Q1	$230K	Hold	3,560	–	–	0.02%	62
2024 Q4	$235K	Hold	3,560	–	–	0.02%	64
2024 Q3	$235K	Hold	3,560	–	–	0.02%	67
2024 Q2	$215K	Hold	3,560	–	–	0.02%	64
2024 Q1	$222K	Hold	3,560	–	–	0.02%	61
2023 Q4	$207K	Buy	+3,560	New	+$190K	0.02%	58
2022 Q2	–	Sell	-3,560	Closed	-$212K	–	65
2022 Q1	$212K	Hold	3,560	–	–	0.02%	62
2021 Q4	$227K	Hold	3,560	–	–	0.02%	62
2021 Q3	$211K	Hold	3,560	–	–	0.02%	59
2021 Q2	$211K	Buy	+3,560	New	+$206K	0.02%	66

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 22.9% 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

First Long Island Investors's VO Position: Q2 2026 in Review

First Long Island Investors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,560 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #65.

First Long Island Investors first reported a position in VO in Q2 2021 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First Long Island Investors held 3,560 shares of Vanguard Morningstar Mid-Cap ETF worth $287K as of Q2 2026.
First Long Island Investors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of First Long Island Investors's portfolio in Q2 2026, its #65 holding.
First Long Island Investors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First Long Island Investors's 13F filing for Q2 2026, filed 13 Aug 2026.