Matthew Hamilton Rosenberg’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Matthew Hamilton Rosenberg’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	$1.93K	Hold	24	–	–	﹤0.01%	738
2026 Q1	$1.72K	Hold	24	–	–	﹤0.01%	739
2025 Q4	$1.74K	Hold	24	–	–	﹤0.01%	748
2025 Q3	$1.76K	Hold	24	–	–	﹤0.01%	755
2025 Q2	$1.68K	Buy	+24	New	+$1.57K	﹤0.01%	788
2023 Q3	–	Sell	-40	Closed	-$2.2K	–	966
2023 Q2	$2.2K	Hold	40	–	–	﹤0.01%	748
2023 Q1	$2.11K	Hold	40	–	–	﹤0.01%	787
2022 Q4	$2.04K	Hold	40	–	–	﹤0.01%	780
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	784
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	755
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	723
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	676
2021 Q3	$2K	Buy	+40	New	+$2.42K	﹤0.01%	667

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

Matthew Hamilton Rosenberg's VO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 24 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Matthew Hamilton Rosenberg first reported a position in VO in Q3 2021 and has held it in 13 quarters since. The position peaked at $3K in Q4 2021. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Matthew Hamilton Rosenberg held 24 shares of Vanguard Morningstar Mid-Cap ETF worth $1.93K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #738 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Mid-Cap ETF position peaked at $3K in Q4 2021.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.