Forum Private Client Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Forum Private Client Group’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	$16.2M	Buy	201,349 +18,861	+10%	+$1.46M	4.83%	7
2026 Q1	$13.1M	Buy	182,488 +18,548	+11%	+$1.38M	4.38%	7
2025 Q4	$11.9M	Buy	163,940 +20,348	+14%	+$1.48M	4.05%	8
2025 Q3	$10.5M	Buy	143,592 +18,500	+15%	+$1.33M	3.76%	9
2025 Q2	$8.75M	Buy	125,092 +16,200	+15%	+$1.06M	3.37%	9
2025 Q1	$7.04M	Buy	108,892 +5,820	+6%	+$391K	3.06%	11
2024 Q4	$6.78M	Buy	103,072 +3,660	+4%	+$248K	3.02%	10
2024 Q3	$6.56M	Buy	99,412 +4,164	+4%	+$261K	2.91%	10
2024 Q2	$5.76M	Buy	95,248 +900	+1%	+$54.7K	2.74%	12
2024 Q1	$5.89M	Buy	94,348 +3,080	+3%	+$182K	2.85%	11
2023 Q4	$5.31M	Buy	+91,268	New	+$4.88M	2.77%	12
2023 Q3	–	Sell	-83,308	Closed	-$4.59M	–	65
2023 Q2	$4.59M	Buy	83,308 +10,808	+15%	+$567K	2.63%	12
2023 Q1	$3.82M	Buy	72,500 +2,244	+3%	+$119K	2.42%	14
2022 Q4	$3.58M	Buy	70,256 +4,560	+7%	+$232K	2.47%	14
2022 Q3	$3.09M	Buy	65,696 +5,336	+9%	+$279K	2.31%	13
2022 Q2	$2.97M	Buy	60,360 +11,108	+23%	+$600K	2.16%	14
2022 Q1	$2.93M	Buy	+49,252	New	+$2.89M	2.27%	15

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

Forum Private Client Group's VO Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $1.46M and bringing the position to 201,349 shares worth $16.2M. The position accounts for 4.83% of the portfolio, ranked #7.

Forum Private Client Group first reported a position in VO in Q1 2022 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Forum Private Client Group held 201,349 shares of Vanguard Morningstar Mid-Cap ETF worth $16.2M as of Q2 2026.
Forum Private Client Group bought 18,861 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Mid-Cap ETF made up 4.83% of Forum Private Client Group's portfolio in Q2 2026, its #7 holding.
Forum Private Client Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.