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

Fisher Asset 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 		$2.72M Buy
33,762
+11,158
+49% +$865K ﹤0.01% 541
2026
Q1 		$1.62M Buy
22,604
+4,232
+23% +$314K ﹤0.01% 613
2025
Q4 		$1.33M Buy
18,372
+11,188
+156% +$814K ﹤0.01% 635
2025
Q3 		$528K Sell
7,184
-16
-0.2% -$1.15K ﹤0.01% 772
2025
Q2 		$504K Sell
7,200
-11,620
-62% -$763K ﹤0.01% 788
2025
Q1 		$1.22M Buy
18,820
+1,224
+7% +$82.1K ﹤0.01% 649
2024
Q4 		$1.16M Buy
17,596
+7,700
+78% +$523K ﹤0.01% 642
2024
Q3 		$653K Sell
9,896
-4,924
-33% -$309K ﹤0.01% 717
2024
Q2 		$897K Sell
14,820
-5,076
-26% -$308K ﹤0.01% 695
2024
Q1 		$1.24M Buy
19,896
+6,348
+47% +$375K ﹤0.01% 656
2023
Q4 		$788K Buy
13,548
+196
+1% +$10.5K ﹤0.01% 725
2023
Q3 		$695K Buy
13,352
+3,328
+33% +$183K ﹤0.01% 801
2023
Q2 		$552K Buy
10,024
+5,188
+107% +$272K ﹤0.01% 858
2023
Q1 		$255K Sell
4,836
-2,200
-31% -$117K ﹤0.01% 939
2022
Q4 		$359K Buy
7,036
+2,384
+51% +$121K ﹤0.01% 887
2022
Q3 		$219K Buy
4,652
+552
+13% +$28.8K ﹤0.01% 872
2022
Q2 		$202K Sell
4,100
-1,768
-30% -$95.5K ﹤0.01% 862
2022
Q1 		$349K Buy
5,868
+1,100
+23% +$64.5K ﹤0.01% 790
2021
Q4 		$304K Buy
+4,768
New +$299K ﹤0.01% 851
2021
Q2 		– Sell
-4,452
Closed -$246K – 969
2021
Q1 		$246K Sell
4,452
-11,480
-72% -$623K ﹤0.01% 826
2020
Q4 		$824K Buy
+15,932
New +$771K ﹤0.01% 621
2019
Q3 		– Sell
-6,180
Closed -$258K – 874
2019
Q2 		$258K Buy
+6,180
New +$253K ﹤0.01% 758
2018
Q4 		– Sell
-11,488
Closed -$472K – 852
2018
Q3 		$472K Buy
+11,488
New +$469K ﹤0.01% 658
2018
Q1 		– Sell
-7,124
Closed -$276K – 827
2017
Q4 		$276K Buy
+7,124
New +$269K ﹤0.01% 755
2017
Q2 		– Sell
-6,032
Closed -$210K – 777
2017
Q1 		$210K Buy
+6,032
New +$207K ﹤0.01% 680

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Fisher Asset Management's VO Position: Q2 2026 in Review

Fisher Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 49% in Q2 2026, buying an estimated $865K and bringing the position to 33,762 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Fisher Asset Management first reported a position in VO in Q1 2017 and has held it in 25 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fisher Asset Management held 33,762 shares of Vanguard Morningstar Mid-Cap ETF worth $2.72M as of Q2 2026.
  • Fisher Asset Management bought 11,158 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $865K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #541 holding.
  • Fisher Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 25 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.