Fort Sheridan Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fort Sheridan Advisors’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	$570K	Sell	7,079 -85	-1%	-$6.59K	0.06%	177
2026 Q1	$514K	Buy	7,164 +632	+10%	+$47K	0.06%	183
2025 Q4	$474K	Sell	6,532 -2,448	-27%	-$178K	0.06%	177
2025 Q3	$660K	Sell	8,980 -4,732	-35%	-$340K	0.09%	141
2025 Q2	$959K	Sell	13,712 -2,388	-15%	-$157K	0.14%	109
2025 Q1	$1.04M	Hold	16,100	–	–	0.16%	96
2024 Q4	$1.06M	Buy	16,100 +1,144	+8%	+$77.7K	0.16%	98
2024 Q3	$986K	Buy	14,956 +332	+2%	+$20.8K	0.15%	97
2024 Q2	$885K	Buy	14,624 +10,828	+285%	+$658K	0.14%	100
2024 Q1	$237K	Buy	+3,796	New	+$224K	0.04%	178

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

Fort Sheridan Advisors's VO Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $6.59K and leaving 7,079 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #177.

Fort Sheridan Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fort Sheridan Advisors held 7,079 shares of Vanguard Morningstar Mid-Cap ETF worth $570K as of Q2 2026.
Fort Sheridan Advisors sold 85 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.59K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Fort Sheridan Advisors's portfolio in Q2 2026, its #177 holding.
Fort Sheridan Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Fort Sheridan Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.06M in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.