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

Intellectus 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	$2.82M	Buy	35,023 +19	+0.1%	+$1.47K	0.49%	43
2026 Q1	$2.51M	Buy	35,004 +68	+0.2%	+$5.05K	0.51%	45
2025 Q4	$2.53M	Buy	34,936 +40	+0.1%	+$2.91K	0.49%	50
2025 Q3	$2.57M	Buy	34,896 +20	+0.1%	+$1.44K	0.5%	54
2025 Q2	$2.45M	Hold	34,876	–	–	0.53%	52
2025 Q1	$2.25M	Sell	34,876 -976	-3%	-$65.5K	0.56%	47
2024 Q4	$2.37M	Buy	35,852 +420	+1%	+$28.5K	0.52%	45
2024 Q3	$2.34M	Buy	35,432 +640	+2%	+$40.2K	0.6%	41
2024 Q2	$2.11M	Sell	34,792 -1,600	-4%	-$97.2K	0.58%	43
2024 Q1	$2.27M	Buy	36,392 +920	+3%	+$54.4K	0.6%	46
2023 Q4	$2.06M	Buy	35,472 +2,428	+7%	+$130K	0.6%	48
2023 Q3	$1.72M	Buy	33,044 +12	+0%	+$658	0.54%	50
2023 Q2	$1.82M	Buy	33,032 +748	+2%	+$39.2K	0.55%	48
2023 Q1	$1.7M	Buy	32,284 +8,292	+35%	+$441K	0.54%	54
2022 Q4	$1.22M	Buy	23,992 +14,580	+155%	+$743K	0.43%	65
2022 Q3	$442K	Buy	9,412 +3,852	+69%	+$201K	0.16%	166
2022 Q2	$274K	Buy	+5,560	New	+$300K	0.09%	203
2019 Q2	–	Sell	-600	Closed	-$24K	–	398
2019 Q1	$24K	Buy	+600	New	+$23.1K	0.01%	303
2018 Q4	–	Sell	-1,400	Closed	-$58K	–	510
2018 Q3	$58K	Hold	1,400	–	–	0.02%	333
2018 Q2	$55K	Hold	1,400	–	–	0.02%	329
2018 Q1	$54K	Buy	1,400 +800	+133%	+$31.5K	0.02%	333
2017 Q4	$23K	Sell	600 -132	-18%	-$4.98K	0.01%	420
2017 Q3	$28K	Buy	+732	New	+$26.4K	0.01%	491

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

Intellectus Partners's VO Position: Q2 2026 in Review

Intellectus Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, buying an estimated $1.47K and bringing the position to 35,023 shares worth $2.82M. The position accounts for 0.49% of the portfolio, ranked #43.

Intellectus Partners first reported a position in VO in Q3 2017 and has held it in 23 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Intellectus Partners held 35,023 shares of Vanguard Morningstar Mid-Cap ETF worth $2.82M as of Q2 2026.
Intellectus Partners bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Morningstar Mid-Cap ETF made up 0.49% of Intellectus Partners's portfolio in Q2 2026, its #43 holding.
Intellectus Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 23 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.