Johnson Financial Group Inc (Wisconsin)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$704K	Sell	8,736 -512	-6%	-$39.7K	0.02%	204
2026 Q1	$664K	Sell	9,248 -772	-8%	-$57.4K	0.02%	209
2025 Q4	$727K	Sell	10,020 -244	-2%	-$17.7K	0.03%	194
2025 Q3	$756K	Sell	10,264 -1,352	-12%	-$97.1K	0.03%	198
2025 Q2	$816K	Buy	11,616 +188	+2%	+$12.3K	0.04%	173
2025 Q1	$739K	Buy	11,428 +200	+2%	+$13.4K	0.04%	181
2024 Q4	$774K	Buy	11,228 +528	+5%	+$35.8K	0.04%	165
2024 Q3	$706K	Buy	10,700 +716	+7%	+$45K	0.03%	189
2024 Q2	$607K	Sell	9,984 -80	-0.8%	-$4.86K	0.03%	184
2024 Q1	$629K	Sell	10,064 -4,124	-29%	-$244K	0.03%	165
2023 Q4	$825K	Buy	14,188 +7,992	+129%	+$427K	0.05%	129
2023 Q3	$323K	Buy	6,196 +16	+0.3%	+$877	0.02%	207
2023 Q2	$340K	Sell	6,180 -204	-3%	-$10.7K	0.02%	222
2023 Q1	$337K	Buy	6,384 +2,972	+87%	+$158K	0.02%	220
2022 Q4	$174K	Buy	3,412 +424	+14%	+$21.6K	0.01%	256
2022 Q3	$152K	Buy	2,988 +100	+3%	+$5.23K	0.01%	262
2022 Q2	$142K	Buy	2,888 +1,016	+54%	+$54.9K	0.01%	276
2022 Q1	$111K	Buy	1,872 +1,112	+146%	+$65.2K	0.01%	338
2021 Q4	$48K	Hold	760	–	–	﹤0.01%	453
2021 Q3	$45K	Hold	760	–	–	﹤0.01%	419
2021 Q2	$45K	Hold	760	–	–	﹤0.01%	426
2021 Q1	$42K	Hold	760	–	–	﹤0.01%	420
2020 Q4	$39K	Hold	760	–	–	﹤0.01%	346
2020 Q3	$33K	Hold	760	–	–	﹤0.01%	311
2020 Q2	$31K	Sell	760 -1,772	-70%	-$67.9K	﹤0.01%	300
2020 Q1	$83K	Sell	2,532 -3,940	-61%	-$163K	0.01%	249
2019 Q4	$288K	Sell	6,472 -784	-11%	-$33.7K	0.03%	185
2019 Q3	$304K	Sell	7,256 -2,640	-27%	-$110K	0.03%	199
2019 Q2	$414K	Buy	9,896 +892	+10%	+$36.5K	0.04%	184
2019 Q1	$362K	Sell	9,004 -836	-8%	-$32.2K	0.03%	191
2018 Q4	$340K	Sell	9,840 -212	-2%	-$7.96K	0.04%	189
2018 Q3	$413K	Hold	10,052	–	–	0.04%	185
2018 Q2	$396K	Buy	10,052 +64	+0.6%	+$2.51K	0.04%	182
2018 Q1	$385K	Buy	9,988 +1,640	+20%	+$64.6K	0.05%	180
2017 Q4	$323K	Hold	8,348	–	–	0.04%	206
2017 Q3	$307K	Buy	8,348 +3,084	+59%	+$111K	0.04%	199
2017 Q2	$188K	Sell	5,264 -16	-0.3%	-$565	0.03%	240
2017 Q1	$184K	Buy	5,280 +540	+11%	+$18.6K	0.02%	265
2016 Q4	$156K	Buy	4,740 +80	+2%	+$2.59K	0.02%	291
2016 Q3	$151K	Buy	4,660 +488	+12%	+$15.7K	0.02%	290
2016 Q2	$129K	Sell	4,172 -100	-2%	-$3.06K	0.02%	330
2016 Q1	$129K	Buy	4,272 +760	+22%	+$21.5K	0.03%	289
2015 Q4	$105K	Hold	3,512	–	–	0.02%	305
2015 Q3	$102K	Buy	3,512 +200	+6%	+$6.24K	0.02%	327
2015 Q2	$106K	Sell	3,312 -1,400	-30%	-$45.4K	0.02%	357
2015 Q1	$156K	Buy	4,712 +3,060	+185%	+$96.2K	0.03%	302
2014 Q4	$51K	Buy	1,652 +100	+6%	+$3.01K	0.01%	486
2014 Q3	$45K	Hold	1,552	–	–	0.01%	462
2014 Q2	$46K	Buy	+1,552	New	+$44.3K	0.01%	469

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

Johnson Financial Group Inc (Wisconsin)'s VO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q2 2026, selling an estimated $39.7K and leaving 8,736 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #204.

Johnson Financial Group Inc (Wisconsin) first reported a position in VO in Q2 2014 and has held it in 49 quarters since. The position peaked at $825K in Q4 2023. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 8,736 shares of Vanguard Morningstar Mid-Cap ETF worth $704K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 512 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #204 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2014 and has held it in 49 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Morningstar Mid-Cap ETF position peaked at $825K in Q4 2023.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.