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J.M. Forbes & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

J.M. Forbes & Co’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 		$407K Hold
5,052
– – 0.03% 119
2026
Q1 		$363K Buy
+5,052
New +$375K 0.03% 116

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

J.M. Forbes & Co's VO Position: Q2 2026 in Review

J.M. Forbes & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,052 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #119.

J.M. Forbes & Co first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • J.M. Forbes & Co held 5,052 shares of Vanguard Morningstar Mid-Cap ETF worth $407K as of Q2 2026.
  • J.M. Forbes & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #119 holding.
  • J.M. Forbes & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.