Grove Street Fiduciary’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Grove Street Fiduciary’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	$438K	Hold	5,432	–	–	0.18%	50
2026 Q1	$390K	Hold	5,432	–	–	0.17%	48
2025 Q4	$394K	Hold	5,432	–	–	0.16%	48
2025 Q3	$399K	Sell	5,432 -872	-14%	-$62.6K	0.19%	42
2025 Q2	$441K	Sell	6,304 -3,044	-33%	-$200K	0.21%	42
2025 Q1	$605K	Hold	9,348	–	–	0.31%	34
2024 Q4	$617K	Buy	+9,348	New	+$635K	0.32%	33

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

Grove Street Fiduciary's VO Position: Q2 2026 in Review

Grove Street Fiduciary held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,432 shares worth $438K. The position accounts for 0.18% of the portfolio, ranked #50.

Grove Street Fiduciary first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Grove Street Fiduciary held 5,432 shares of Vanguard Morningstar Mid-Cap ETF worth $438K as of Q2 2026.
Grove Street Fiduciary left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Grove Street Fiduciary's portfolio in Q2 2026, its #50 holding.
Grove Street Fiduciary first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Vanguard Morningstar Mid-Cap ETF position peaked at $617K in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.