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

Focus Partners Wealth’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 		$66.3M Buy
823,224
+25,860
+3% +$2M 0.07% 263
2026
Q1 		$53.5M Buy
797,364
+27,404
+4% +$2.04M 0.06% 276
2025
Q4 		$55.9M Buy
769,960
+142,064
+23% +$10.3M 0.06% 266
2025
Q3 		$46.1M Sell
627,896
-4,564
-0.7% -$328K 0.07% 222
2025
Q2 		$44.3M Buy
632,460
+69,680
+12% +$4.57M 0.1% 200
2025
Q1 		$36.4M Buy
562,780
+77,436
+16% +$5.2M 0.09% 221
2024
Q4 		$32M Sell
485,344
-1,930,072
-80% -$131M 0.08% 232
2024
Q3 		$52.9M Buy
2,415,416
+2,160,392
+847% +$136M 0.17% 130
2024
Q2 		$15.4M Buy
255,024
+171,104
+204% +$10.4M 0.05% 286
2024
Q1 		$5.24M Sell
83,920
-3,132
-4% -$185K 0.04% 315
2023
Q4 		$5.06M Buy
+87,052
New +$4.65M 0.07% 232

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

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

Focus Partners Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, buying an estimated $2M and bringing the position to 823,224 shares worth $66.3M. The position accounts for 0.07% of the portfolio, ranked #263.

Focus Partners Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Focus Partners Wealth held 823,224 shares of Vanguard Morningstar Mid-Cap ETF worth $66.3M as of Q2 2026.
  • Focus Partners Wealth bought 25,860 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #263 holding.
  • Focus Partners Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.