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

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 		$2.89M Sell
35,846
-1,270
-3% -$98.5K 0.9% 29
2026
Q1 		$2.66M Sell
37,116
-468
-1% -$34.8K 0.95% 27
2025
Q4 		$2.73M Buy
37,584
+288
+0.8% +$20.9K 0.95% 28
2025
Q3 		$2.74M Sell
37,296
-44
-0.1% -$3.16K 0.96% 29
2025
Q2 		$2.61M Sell
37,340
-456
-1% -$29.9K 0.99% 28
2025
Q1 		$2.44M Sell
37,796
-1,360
-3% -$91.3K 1.01% 28
2024
Q4 		$2.59M Sell
39,156
-980
-2% -$66.5K 1.06% 28
2024
Q3 		$2.65M Sell
40,136
-1,036
-3% -$65K 1.1% 28
2024
Q2 		$2.49M Sell
41,172
-512
-1% -$31.1K 1.12% 28
2024
Q1 		$2.6M Sell
41,684
-2,080
-5% -$123K 1.18% 25
2023
Q4 		$2.55M Sell
43,764
-976
-2% -$52.1K 1.25% 23
2023
Q3 		$2.33M Sell
44,740
-556
-1% -$30.5K 1.23% 25
2023
Q2 		$2.49M Sell
45,296
-3,016
-6% -$158K 1.3% 23
2023
Q1 		$2.55M Sell
48,312
-2,332
-5% -$124K 1.34% 20
2022
Q4 		$2.58M Sell
50,644
-5,596
-10% -$285K 1.36% 21
2022
Q3 		$2.64M Sell
56,240
-2,932
-5% -$153K 0.79% 30
2022
Q2 		$2.91M Sell
59,172
-4,684
-7% -$253K 1.42% 19
2022
Q1 		$3.8M Sell
63,856
-6,736
-10% -$395K 1.61% 13
2021
Q4 		$4.5M Sell
70,592
-308
-0.4% -$19.3K 1.84% 13
2021
Q3 		$4.2M Sell
70,900
-1,564
-2% -$94.5K 1.91% 12
2021
Q2 		$4.3M Sell
72,464
-2,780
-4% -$161K 1.96% 12
2021
Q1 		$4.16M Hold
75,244
– – 2.02% 13
2020
Q4 		$3.89M Hold
75,244
– – 2.07% 11
2020
Q3 		$3.32M Hold
75,244
– – 1.98% 13
2020
Q2 		$3.08M Buy
75,244
+1,600
+2% +$61.3K 1.81% 13
2020
Q1 		$2.42M Buy
+73,644
New +$3.05M 1.75% 14

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 22.96% 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

Investment Partners's VO Position: Q2 2026 in Review

Investment Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, selling an estimated $98.5K and leaving 35,846 shares worth $2.89M. The position accounts for 0.9% of the portfolio, ranked #29.

Investment Partners first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.5M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Investment Partners held 35,846 shares of Vanguard Morningstar Mid-Cap ETF worth $2.89M as of Q2 2026.
  • Investment Partners sold 1,270 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $98.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.9% of Investment Partners's portfolio in Q2 2026, its #29 holding.
  • Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Investment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $4.5M in Q4 2021.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.