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

Global Retirement 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 		$16.5M Buy
+204,373
New +$15.8M 0.25% 79
2025
Q4 		$14.3M Buy
196,936
+172
+0.1% +$12.5K 0.25% 73
2025
Q3 		$14.4M Buy
196,764
+50,048
+34% +$3.59M 0.32% 64
2025
Q2 		$10.3M Buy
+146,716
New +$9.63M 0.25% 82
2024
Q4 		$9.4M Sell
142,308
-156
-0.1% -$10.6K 0.27% 81
2024
Q3 		$9.4M Sell
142,464
-6,784
-5% -$426K 0.28% 79
2024
Q2 		$9.03M Buy
149,248
+38,900
+35% +$2.36M 0.28% 74
2024
Q1 		$6.89M Sell
110,348
-5,524
-5% -$326K 0.26% 87
2023
Q4 		$6.6M Sell
115,872
-12,596
-10% -$673K 0.28% 77
2023
Q3 		$6.57M Sell
128,468
-3,812
-3% -$209K 0.33% 69
2023
Q2 		$7.28M Sell
132,280
-752
-0.6% -$39.4K 0.36% 59
2023
Q1 		$6.82M Buy
133,032
+26,320
+25% +$1.4M 0.36% 55
2022
Q4 		$5.44M Buy
106,712
+16,388
+18% +$835K 0.37% 53
2022
Q3 		$4.61M Sell
90,324
-20,908
-19% -$1.09M 0.35% 59
2022
Q2 		$5.48M Sell
111,232
-8,112
-7% -$438K 0.44% 41
2022
Q1 		$6.19M Buy
+119,344
New +$7M 0.49% 37
2021
Q4 		– Sell
-74,820
Closed -$4.43M – 1757
2021
Q3 		$4.43M Buy
74,820
+6,224
+9% +$376K 0.44% 45
2021
Q2 		$4.07M Buy
68,596
+3,616
+6% +$210K 0.42% 47
2021
Q1 		$3.6M Buy
64,980
+6,204
+11% +$337K 0.42% 46
2020
Q4 		$3.04M Buy
58,776
+1,028
+2% +$49.8K 0.38% 56
2020
Q3 		$2.54M Buy
57,748
+9,084
+19% +$396K 0.37% 60
2020
Q2 		$1.99M Buy
48,664
+17,516
+56% +$671K 0.32% 59
2020
Q1 		$1.02M Sell
31,148
-1,172
-4% -$48.5K 0.19% 114
2019
Q4 		$1.44M Sell
32,320
-18,412
-36% -$791K 0.22% 97
2019
Q3 		$2.13M Sell
50,732
-5,620
-10% -$235K 0.35% 63
2019
Q2 		$2.35M Buy
56,352
+13,320
+31% +$545K 0.45% 43
2019
Q1 		$1.73M Sell
43,032
-1,712
-4% -$65.8K 0.42% 47
2018
Q4 		$1.55M Sell
44,744
-2,964
-6% -$111K 0.4% 56
2018
Q3 		$1.96M Buy
47,708
+40
+0.1% +$1.63K 0.44% 46
2018
Q2 		$1.88M Buy
47,668
+9,540
+25% +$374K 0.48% 44
2018
Q1 		$1.47M Buy
38,128
+6,332
+20% +$249K 0.41% 44
2017
Q4 		$1.23M Buy
31,796
+16,404
+107% +$619K 0.34% 49
2017
Q3 		$566K Buy
15,392
+10,312
+203% +$372K 0.23% 104
2017
Q2 		$181K Buy
5,080
+1,544
+44% +$54.6K 0.09% 216
2017
Q1 		$123K Sell
3,536
-29,996
-89% -$1.03M 0.07% 248
2016
Q4 		$1.1M Buy
+33,532
New +$1.09M 0.74% 20

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

Global Retirement Partners's VO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 204,373 shares worth $16.5M. The stake represents 0.25% of the portfolio and ranks #79 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VO as recently as Q4 2025.

Global Retirement Partners first reported a position in VO in Q4 2016 and has held it in 36 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Global Retirement Partners held 204,373 shares of Vanguard Morningstar Mid-Cap ETF worth $16.5M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Global Retirement Partners's portfolio in Q2 2026, its #79 holding.
  • Global Retirement Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.