Kovitz Investment Group Partners
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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
Q2 		$386K Buy
4,795
+451
+10% +$35K 0.01% 411
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

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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 22.9% 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

Kovitz Investment Group Partners's VO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $35K and bringing the position to 4,795 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #411.

Kovitz Investment Group Partners first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.2M in Q1 2022. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kovitz Investment Group Partners held 4,795 shares of Vanguard Morningstar Mid-Cap ETF worth $386K as of Q2 2026.
  • Kovitz Investment Group Partners bought 451 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $35K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #411 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $16.2M in Q1 2022.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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