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

Kovitz Investment Group 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 Q1	$312K	Buy	+4,344	New	+$323K	0.01%	442
2025 Q4	–	Sell	-138,664	Closed	-$10.2M	–	1299
2025 Q3	$10.2M	Sell	138,664 -48,096	-26%	-$3.45M	0.04%	329
2025 Q2	$13.1M	Buy	186,760 +13,980	+8%	+$918K	0.06%	260
2025 Q1	$11.2M	Buy	172,780 +11,640	+7%	+$781K	0.06%	248
2024 Q4	$10.6M	Buy	161,140 +10,348	+7%	+$703K	0.05%	253
2024 Q3	$8.42M	Buy	150,792 +40,428	+37%	+$2.54M	0.06%	259
2024 Q2	$6.68M	Buy	110,364 +6,200	+6%	+$377K	0.06%	240
2024 Q1	$6.51M	Buy	104,164 +8,876	+9%	+$525K	0.08%	175
2023 Q4	$5.54M	Buy	95,288 +2,960	+3%	+$158K	0.09%	139
2023 Q3	$4.81M	Buy	92,328 +548	+0.6%	+$30.1K	0.09%	146
2023 Q2	$5.05M	Sell	91,780 -108,500	-54%	-$5.69M	0.07%	151
2023 Q1	$10.6M	Buy	200,280 +1,992	+1%	+$106K	0.18%	68
2022 Q4	$10.1M	Sell	198,288 -2,252	-1%	-$115K	0.2%	72
2022 Q3	$9.42M	Sell	200,540 -66,364	-25%	-$3.47M	0.22%	66
2022 Q2	$13.1M	Sell	266,904 -5,516	-2%	-$298K	0.29%	52
2022 Q1	$16.2M	Buy	272,420 +28,848	+12%	+$1.69M	0.31%	47
2021 Q4	$12.6M	Sell	243,572 -6,888	-3%	-$432K	0.3%	50
2021 Q3	$14.8M	Sell	250,460 -3,132	-1%	-$189K	0.3%	48
2021 Q2	$15M	Buy	253,592 +11,680	+5%	+$677K	0.3%	49
2021 Q1	$13.4M	Sell	241,912 -1,660	-0.7%	-$90.1K	0.31%	51
2020 Q4	$12.6M	Buy	243,572 +6,196	+3%	+$300K	0.31%	50
2020 Q3	$10.5M	Sell	237,376 -9,244	-4%	-$403K	0.29%	58
2020 Q2	$10.1M	Buy	246,620 +36,404	+17%	+$1.39M	0.31%	54
2020 Q1	$6.92M	Buy	210,216 +187,456	+824%	+$7.76M	0.25%	66
2019 Q4	$1.01M	Buy	+22,760	New	+$977K	0.03%	265

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kovitz Investment Group Partners's VO Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 4,344 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in VO as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in VO in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.2M in Q1 2022. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Kovitz Investment Group Partners held 4,344 shares of Vanguard Morningstar Mid-Cap ETF worth $312K as of Q1 2026.
Vanguard Morningstar Mid-Cap ETF was a new Kovitz Investment Group Partners position in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #442 holding.
Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Kovitz Investment Group Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $16.2M in Q1 2022.
2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.