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Harel Insurance Investments & Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q4 		– Sell
-3,160
Closed -$232K – 488
2025
Q3 		$232K Sell
3,160
-1,960
-38% -$141K ﹤0.01% 277
2025
Q2 		$358K Sell
5,120
-652
-11% -$42.8K ﹤0.01% 248
2025
Q1 		$373K Buy
+5,772
New +$387K ﹤0.01% 233

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Morgan Stanley
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Creative Planning
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VO Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,160 shares — an estimated $232K sold.

Harel Insurance Investments & Financial Services first reported a position in VO in Q1 2025 and held it in 3 quarters. The position peaked at $373K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,160 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $232K.
  • Harel Insurance Investments & Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $373K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.