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

HT 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	$352K	Sell	4,366 -378	-8%	-$29.3K	0.1%	41
2026 Q1	$341K	Hold	4,744	–	–	0.1%	40
2025 Q4	$344K	Hold	4,744	–	–	0.1%	40
2025 Q3	$348K	Sell	4,744 -160	-3%	-$11.5K	0.11%	40
2025 Q2	$343K	Hold	4,904	–	–	0.1%	38
2025 Q1	$317K	Hold	4,904	–	–	0.11%	38
2024 Q4	$324K	Sell	4,904 -32	-0.6%	-$2.17K	0.11%	40
2024 Q3	$326K	Sell	4,936 -284	-5%	-$17.8K	0.12%	38
2024 Q2	$316K	Hold	5,220	–	–	0.11%	39
2024 Q1	$326K	Hold	5,220	–	–	0.12%	38
2023 Q4	$304K	Buy	5,220 +600	+13%	+$32.1K	0.12%	38
2023 Q3	$241K	Sell	4,620 -188	-4%	-$10.3K	0.07%	47
2023 Q2	$265K	Hold	4,808	–	–	0.08%	46
2023 Q1	$254K	Sell	4,808 -24	-0.5%	-$1.28K	0.07%	43
2022 Q4	$246K	Hold	4,832	–	–	0.08%	41
2022 Q3	$227K	Hold	4,832	–	–	0.1%	42
2022 Q2	$238K	Buy	4,832 +616	+15%	+$33.3K	0.09%	46
2022 Q1	$251K	Buy	+4,216	New	+$247K	0.08%	48

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

HT Partners's VO Position: Q2 2026 in Review

HT Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, selling an estimated $29.3K and leaving 4,366 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #41.

HT Partners first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HT Partners held 4,366 shares of Vanguard Morningstar Mid-Cap ETF worth $352K as of Q2 2026.
HT Partners sold 378 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of HT Partners's portfolio in Q2 2026, its #41 holding.
HT Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.