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

Geneva Partners’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	$1.05M	Buy	13,026 +4,134	+46%	+$320K	0.28%	48
2026 Q1	$638K	Buy	8,892 +712	+9%	+$52.9K	0.31%	43
2025 Q4	$593K	Sell	8,180 -168	-2%	-$12.2K	0.21%	49
2025 Q3	$613K	Buy	8,348 +1,544	+23%	+$111K	0.22%	51
2025 Q2	$476K	Sell	6,804 -3,640	-35%	-$239K	0.19%	59
2025 Q1	$675K	Sell	10,444 -972	-9%	-$65.2K	0.35%	43
2024 Q4	$754K	Buy	11,416 +928	+9%	+$63K	0.31%	48
2024 Q3	$692K	Buy	10,488 +800	+8%	+$50.2K	0.3%	52
2024 Q2	$586K	Buy	9,688 +236	+2%	+$14.3K	0.24%	52
2024 Q1	$590K	Sell	9,452 -51,856	-85%	-$3.06M	0.26%	54
2023 Q4	$3.57M	Buy	+61,308	New	+$3.28M	1.98%	26
2022 Q1	–	Sell	-64,344	Closed	-$4.1M	–	121
2021 Q4	$4.1M	Buy	+64,344	New	+$4.03M	1.94%	19

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

Geneva Partners's VO Position: Q2 2026 in Review

Geneva Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 46% in Q2 2026, buying an estimated $320K and bringing the position to 13,026 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #48.

Geneva Partners first reported a position in VO in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.1M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Geneva Partners held 13,026 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q2 2026.
Geneva Partners bought 4,134 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $320K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Geneva Partners's portfolio in Q2 2026, its #48 holding.
Geneva Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Geneva Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $4.1M in Q4 2021.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.