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

HUB Investment 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 		$16.8M Buy
209,037
+32,537
+18% +$2.52M 0.3% 63
2026
Q1 		$12.7M Sell
176,500
-17,880
-9% -$1.33M 0.3% 66
2025
Q4 		$14.1M Buy
194,380
+3,644
+2% +$265K 0.37% 53
2025
Q3 		$14M Buy
190,736
+115,184
+152% +$8.27M 0.47% 44
2025
Q2 		$5.29M Buy
75,552
+7,676
+11% +$504K 0.18% 108
2025
Q1 		$4.39M Buy
67,876
+63,064
+1,311% +$4.23M 0.17% 120
2024
Q4 		$318K Sell
4,812
-520
-10% -$35.3K 0.01% 388
2024
Q3 		$352K Sell
5,332
-76
-1% -$4.77K 0.02% 353
2024
Q2 		$327K Buy
5,408
+976
+22% +$59.3K 0.01% 351
2024
Q1 		$277K Sell
4,432
-1,104
-20% -$65.2K 0.02% 374
2023
Q4 		$322K Buy
5,536
+992
+22% +$53K 0.02% 301
2023
Q3 		$237K Sell
4,544
-2,616
-37% -$143K 0.04% 221
2023
Q2 		$394K Buy
7,160
+44
+0.6% +$2.31K 0.07% 161
2023
Q1 		$375K Buy
+7,116
New +$379K 0.08% 151
2022
Q4 		– Sell
-7,224
Closed -$340K – 192
2022
Q3 		$340K Sell
7,224
-724
-9% -$37.8K 0.1% 128
2022
Q2 		$391K Sell
7,948
-2,280
-22% -$123K 0.12% 120
2022
Q1 		$608K Sell
10,228
-496
-5% -$29.1K 0.14% 114
2021
Q4 		$683K Sell
10,724
-848
-7% -$53.2K 0.16% 107
2021
Q3 		$685K Buy
11,572
+1,724
+18% +$104K 0.16% 119
2021
Q2 		$584K Sell
9,848
-3,360
-25% -$195K 0.16% 117
2021
Q1 		$731K Buy
+13,208
New +$717K 0.22% 104

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HUB Investment Partners's VO Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $2.52M and bringing the position to 209,037 shares worth $16.8M. The position accounts for 0.3% of the portfolio, ranked #63.

HUB Investment Partners first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • HUB Investment Partners held 209,037 shares of Vanguard Morningstar Mid-Cap ETF worth $16.8M as of Q2 2026.
  • HUB Investment Partners bought 32,537 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.52M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of HUB Investment Partners's portfolio in Q2 2026, its #63 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.