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

Main 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	$210K	Sell	2,610 -298	-10%	-$23.1K	0.01%	57
2026 Q1	$209K	Sell	2,908 -184	-6%	-$13.7K	0.02%	57
2025 Q4	$224K	Buy	3,092 +1,256	+68%	+$91.4K	0.02%	53
2025 Q3	$135K	Hold	1,836	–	–	0.01%	63
2025 Q2	$128K	Sell	1,836 -1,392	-43%	-$91.4K	0.01%	63
2025 Q1	$209K	Hold	3,228	–	–	0.02%	58
2024 Q4	$213K	Hold	3,228	–	–	0.02%	59
2024 Q3	$213K	Hold	3,228	–	–	0.02%	63
2024 Q2	$195K	Hold	3,228	–	–	0.02%	71
2024 Q1	$202K	Hold	3,228	–	–	0.02%	76
2023 Q4	$188K	Hold	3,228	–	–	0.02%	69
2023 Q3	$168K	Hold	3,228	–	–	0.02%	70
2023 Q2	$178K	Buy	3,228 +1,392	+76%	+$73K	0.02%	71
2023 Q1	$97K	Hold	1,836	–	–	0.01%	88
2022 Q4	$94K	Hold	1,836	–	–	0.01%	100
2022 Q3	$86K	Buy	+1,836	New	+$96K	0.01%	110

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

Main Management's VO Position: Q2 2026 in Review

Main Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, selling an estimated $23.1K and leaving 2,610 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #57.

Main Management first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $224K in Q4 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Main Management held 2,610 shares of Vanguard Morningstar Mid-Cap ETF worth $210K as of Q2 2026.
Main Management sold 298 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $23.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Main Management's portfolio in Q2 2026, its #57 holding.
Main Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Main Management's Vanguard Morningstar Mid-Cap ETF position peaked at $224K in Q4 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Main Management's 13F filing for Q2 2026, filed 14 Aug 2026.