Freestone Capital Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Freestone Capital Holdings’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	$1.09M	Buy	13,517 +3,637	+37%	+$282K	0.03%	246
2026 Q1	$709K	Buy	9,880 +68	+0.7%	+$5.05K	0.02%	290
2025 Q4	$712K	Sell	9,812 -2,224	-18%	-$162K	0.02%	287
2025 Q3	$884K	Buy	12,036 +2,204	+22%	+$158K	0.03%	260
2025 Q2	$688K	Buy	9,832 +1,324	+16%	+$86.9K	0.02%	257
2025 Q1	$550K	Sell	8,508 -92	-1%	-$6.17K	0.02%	274
2024 Q4	$568K	Sell	8,600 -2,532	-23%	-$172K	0.02%	268
2024 Q3	$734K	Buy	11,132 +884	+9%	+$55.5K	0.03%	253
2024 Q2	$620K	Sell	10,248 -3,628	-26%	-$220K	0.02%	268
2024 Q1	$867K	Buy	13,876 +1,072	+8%	+$63.4K	0.03%	232
2023 Q4	$745K	Buy	12,804 +7,832	+158%	+$418K	0.03%	230
2023 Q3	$259K	Buy	4,972 +140	+3%	+$7.68K	0.01%	308
2023 Q2	$266K	Sell	4,832 -3,772	-44%	-$198K	0.01%	318
2023 Q1	$454K	Sell	8,604 -9,460	-52%	-$503K	0.02%	258
2022 Q4	$920K	Buy	18,064 +3,172	+21%	+$162K	0.04%	201
2022 Q3	$700K	Buy	14,892 +728	+5%	+$38K	0.03%	222
2022 Q2	$697K	Sell	14,164 -2,232	-14%	-$121K	0.03%	235
2022 Q1	$975K	Sell	16,396 -46,932	-74%	-$2.75M	0.04%	251
2021 Q4	$4.03M	Buy	63,328 +8,404	+15%	+$527K	0.17%	125
2021 Q3	$3.25M	Buy	54,924 +684	+1%	+$41.3K	0.16%	140
2021 Q2	$3.22M	Buy	54,240 +2,956	+6%	+$171K	0.16%	147
2021 Q1	$2.84M	Buy	51,284 +4,524	+10%	+$245K	0.15%	147
2020 Q4	$2.42M	Hold	46,760	–	–	0.14%	148
2020 Q3	$2.06M	Hold	46,760	–	–	0.13%	150
2020 Q2	$1.92M	Hold	46,760	–	–	0.02%	167
2020 Q1	$1.54M	Sell	46,760 -1,608	-3%	-$66.6K	0.03%	154
2019 Q4	$2.15M	Buy	48,368 +340	+0.7%	+$14.6K	0.04%	171
2019 Q3	$2.01M	Buy	48,028 +928	+2%	+$38.8K	0.05%	175
2019 Q2	$1.97M	Buy	47,100 +340	+0.7%	+$13.9K	0.05%	165
2019 Q1	$1.88M	Sell	46,760 -800	-2%	-$30.8K	0.11%	165
2018 Q4	$1.64M	Buy	+47,560	New	+$1.79M	0.11%	171

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

Freestone Capital Holdings's VO Position: Q2 2026 in Review

Freestone Capital Holdings increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 37% in Q2 2026, buying an estimated $282K and bringing the position to 13,517 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #246.

Freestone Capital Holdings first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.03M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Freestone Capital Holdings held 13,517 shares of Vanguard Morningstar Mid-Cap ETF worth $1.09M as of Q2 2026.
Freestone Capital Holdings bought 3,637 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $282K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #246 holding.
Freestone Capital Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Freestone Capital Holdings's Vanguard Morningstar Mid-Cap ETF position peaked at $4.03M in Q4 2021.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.