Great Lakes Retirement’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Great Lakes Retirement’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	$6.58M	Buy	81,728 +2,996	+4%	+$232K	0.58%	45
2026 Q1	$5.65M	Buy	78,732 +6,448	+9%	+$479K	0.58%	40
2025 Q4	$5.24M	Buy	72,284 +12,064	+20%	+$878K	0.55%	42
2025 Q3	$4.42M	Buy	60,220 +1,548	+3%	+$111K	0.48%	45
2025 Q2	$4.12M	Buy	58,672 +5,820	+11%	+$382K	0.49%	43
2025 Q1	$3.42M	Buy	52,852 +3,512	+7%	+$236K	0.45%	46
2024 Q4	$3.26M	Buy	49,340 +2,364	+5%	+$160K	0.42%	46
2024 Q3	$3.1M	Buy	46,976 +2,524	+6%	+$158K	0.4%	55
2024 Q2	$2.7M	Buy	44,452 +3,336	+8%	+$203K	0.37%	56
2024 Q1	$2.57M	Buy	41,116 +2,244	+6%	+$133K	0.38%	57
2023 Q4	$2.26M	Buy	38,872 +4,108	+12%	+$219K	0.37%	56
2023 Q3	$1.81M	Buy	34,764 +2,676	+8%	+$147K	0.33%	60
2023 Q2	$1.77M	Buy	32,088 +1,272	+4%	+$66.7K	0.31%	58
2023 Q1	$1.62M	Buy	30,816 +400	+1%	+$21.3K	0.31%	61
2022 Q4	$1.55M	Buy	+30,416	New	+$1.55M	0.4%	38
2020 Q1	$1.92M	Sell	57,524 -7,060	-11%	-$292K	0.88%	23
2019 Q4	$2.88M	Buy	+64,584	New	+$2.77M	0.88%	19

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Great Lakes Retirement's VO Position: Q2 2026 in Review

Great Lakes Retirement increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, buying an estimated $232K and bringing the position to 81,728 shares worth $6.58M. The position accounts for 0.58% of the portfolio, ranked #45.

Great Lakes Retirement first reported a position in VO in Q4 2019 and has held it in 17 quarters since. 1,305 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Great Lakes Retirement held 81,728 shares of Vanguard Morningstar Mid-Cap ETF worth $6.58M as of Q2 2026.
Great Lakes Retirement bought 2,996 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Mid-Cap ETF made up 0.58% of Great Lakes Retirement's portfolio in Q2 2026, its #45 holding.
Great Lakes Retirement first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
1,305 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.