Madison Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Madison Asset Management’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	$387K	Sell	4,808 -1,352	-22%	-$105K	﹤0.01%	328
2026 Q1	$442K	Sell	6,160 -6,312	-51%	-$469K	0.01%	323
2025 Q4	$905K	Buy	12,472 +9,504	+320%	+$691K	0.01%	292
2025 Q3	$218K	Sell	2,968 -276	-9%	-$19.8K	﹤0.01%	334
2025 Q2	$227K	Sell	3,244 -824	-20%	-$54.1K	﹤0.01%	330
2025 Q1	$263K	Buy	+4,068	New	+$273K	﹤0.01%	319
2022 Q4	–	Sell	-6,196	Closed	-$291K	–	345
2022 Q3	$291K	Hold	6,196	–	–	﹤0.01%	321
2022 Q2	$305K	Buy	+6,196	New	+$335K	﹤0.01%	340

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 22.9% 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

Madison Asset Management's VO Position: Q2 2026 in Review

Madison Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, selling an estimated $105K and leaving 4,808 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Madison Asset Management first reported a position in VO in Q2 2022 and has held it in 8 quarters since. The position peaked at $905K in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Madison Asset Management held 4,808 shares of Vanguard Morningstar Mid-Cap ETF worth $387K as of Q2 2026.
Madison Asset Management sold 1,352 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $105K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Madison Asset Management's portfolio in Q2 2026, its #328 holding.
Madison Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 8 quarters since.
Madison Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $905K in Q4 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.