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

Gryphon Financial 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	$1.28M	Buy	15,934 +2	+0%	+$155	0.11%	124
2026 Q1	$1.14M	Buy	15,932 +3,648	+30%	+$271K	0.12%	122
2025 Q4	$891K	Buy	12,284 +1,492	+14%	+$109K	0.1%	141
2025 Q3	$793K	Sell	10,792 -40	-0.4%	-$2.87K	0.09%	144
2025 Q2	$758K	Sell	10,832 -92	-0.8%	-$6.04K	0.1%	138
2025 Q1	$706K	Buy	10,924 +52	+0.5%	+$3.49K	0.1%	130
2024 Q4	$718K	Sell	10,872 -732	-6%	-$49.7K	0.1%	117
2024 Q3	$765K	Buy	11,604 +44	+0.4%	+$2.76K	0.1%	122
2024 Q2	$700K	Buy	11,560 +2,000	+21%	+$122K	0.1%	119
2024 Q1	$597K	Sell	9,560 -716	-7%	-$42.3K	0.1%	136
2023 Q4	$598K	Buy	+10,276	New	+$549K	0.11%	131
2022 Q3	–	Sell	-804	Closed	-$40K	–	237
2022 Q2	$40K	Buy	+804	New	+$43.4K	0.01%	205
2018 Q3	–	Sell	-292	Closed	-$12K	–	801
2018 Q2	$12K	Hold	292	–	–	0.01%	481
2018 Q1	$11K	Hold	292	–	–	0.01%	508
2017 Q4	$11K	Buy	+292	New	+$11K	0.01%	528

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

Gryphon Financial Partners's VO Position: Q2 2026 in Review

Gryphon Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $155 and bringing the position to 15,934 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #124.

Gryphon Financial Partners first reported a position in VO in Q4 2017 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gryphon Financial Partners held 15,934 shares of Vanguard Morningstar Mid-Cap ETF worth $1.28M as of Q2 2026.
Gryphon Financial Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Gryphon Financial Partners's portfolio in Q2 2026, its #124 holding.
Gryphon Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 15 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.