McDonald Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McDonald 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	$910K	Buy	11,293 +161	+1%	+$12.5K	0.22%	105
2026 Q1	$799K	Buy	11,132 +5,584	+101%	+$415K	0.19%	113
2025 Q4	$403K	Buy	5,548 +368	+7%	+$26.8K	0.13%	144
2025 Q3	$380K	Buy	5,180 +24	+0.5%	+$1.72K	0.11%	165
2025 Q2	$361K	Buy	+5,156	New	+$338K	0.09%	198
2022 Q3	–	Sell	-5,808	Closed	-$286K	–	287
2022 Q2	$286K	Buy	5,808 +268	+5%	+$14.5K	0.07%	241
2022 Q1	$329K	Sell	5,540 -7,660	-58%	-$449K	0.07%	245
2021 Q4	$841K	Buy	13,200 +7,384	+127%	+$463K	0.78%	36
2021 Q3	$344K	Hold	5,816	–	–	0.08%	235
2021 Q2	$345K	Sell	5,816 -136	-2%	-$7.88K	0.08%	232
2021 Q1	$329K	Hold	5,952	–	–	0.08%	229
2020 Q4	$308K	Buy	+5,952	New	+$288K	0.09%	224

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

McDonald Partners's VO Position: Q2 2026 in Review

McDonald Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 11,293 shares worth $910K. The position accounts for 0.22% of the portfolio, ranked #105.

McDonald Partners first reported a position in VO in Q4 2020 and has held it in 12 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

McDonald Partners held 11,293 shares of Vanguard Morningstar Mid-Cap ETF worth $910K as of Q2 2026.
McDonald Partners bought 161 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of McDonald Partners's portfolio in Q2 2026, its #105 holding.
McDonald Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 12 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.