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L. Roy Papp & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

L. Roy Papp & Associates’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 		$952K Buy
11,820
+160
+1% +$12.4K 0.1% 98
2026
Q1 		$837K Buy
11,660
+12
+0.1% +$892 0.1% 103
2025
Q4 		$845K Buy
11,648
+516
+5% +$37.5K 0.09% 101
2025
Q3 		$817K Buy
11,132
+284
+3% +$20.4K 0.09% 101
2025
Q2 		$759K Buy
10,848
+684
+7% +$44.9K 0.09% 99
2025
Q1 		$657K Hold
10,164
– – 0.08% 105
2024
Q4 		$671K Buy
10,164
+1,292
+15% +$87.7K 0.08% 109
2024
Q3 		$585K Buy
8,872
+80
+0.9% +$5.02K 0.07% 113
2024
Q2 		$532K Buy
8,792
+800
+10% +$48.6K 0.06% 114
2024
Q1 		$499K Sell
7,992
-340
-4% -$20.1K 0.06% 122
2023
Q4 		$485K Buy
8,332
+400
+5% +$21.4K 0.06% 119
2023
Q3 		$413K Hold
7,932
– – 0.06% 123
2023
Q2 		$437K Buy
7,932
+32
+0.4% +$1.68K 0.06% 127
2023
Q1 		$417K Hold
7,900
– – 0.06% 127
2022
Q4 		$403K Hold
7,900
– – 0.06% 128
2022
Q3 		$371K Buy
7,900
+124
+2% +$6.48K 0.06% 130
2022
Q2 		$383K Hold
7,776
– – 0.06% 133
2022
Q1 		$462K Buy
7,776
+840
+12% +$49.3K 0.06% 129
2021
Q4 		$442K Sell
6,936
-200
-3% -$12.5K 0.05% 137
2021
Q3 		$422K Hold
7,136
– – 0.05% 138
2021
Q2 		$423K Buy
7,136
+440
+7% +$25.5K 0.05% 138
2021
Q1 		$370K Buy
6,696
+924
+16% +$50.1K 0.05% 142
2020
Q4 		$298K Hold
5,772
– – 0.03% 156
2020
Q3 		$254K Sell
5,772
-240
-4% -$10.5K 0.03% 153
2020
Q2 		$246K Buy
+6,012
New +$230K 0.03% 148
2020
Q1 		– Sell
-5,416
Closed -$241K – 171
2019
Q4 		$241K Buy
5,416
+80
+1% +$3.44K 0.03% 161
2019
Q3 		$224K Hold
5,336
– – 0.04% 159
2019
Q2 		$223K Buy
+5,336
New +$218K 0.04% 159

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 22.9% 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

L. Roy Papp & Associates's VO Position: Q2 2026 in Review

L. Roy Papp & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,820 shares worth $952K. The position accounts for 0.1% of the portfolio, ranked #98.

L. Roy Papp & Associates first reported a position in VO in Q2 2019 and has held it in 28 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • L. Roy Papp & Associates held 11,820 shares of Vanguard Morningstar Mid-Cap ETF worth $952K as of Q2 2026.
  • L. Roy Papp & Associates bought 160 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of L. Roy Papp & Associates's portfolio in Q2 2026, its #98 holding.
  • L. Roy Papp & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.