Mercer Global Advisors
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Mercer Global Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Mercer Global Advisors’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
Q1 		$95.1M Sell
1,324,544
-483,088
-27% -$35.9M 0.14% 93
2025
Q4 		$131M Sell
1,807,632
-838,880
-32% -$61M 0.2% 66
2025
Q3 		$194M Buy
2,646,512
+193,868
+8% +$13.9M 0.32% 46
2025
Q2 		$172M Sell
2,452,644
-442,340
-15% -$29M 0.35% 41
2025
Q1 		$186M Buy
2,894,984
+257,712
+10% +$17.3M 0.43% 36
2024
Q4 		$174M Buy
2,637,272
+605,228
+30% +$41.1M 0.42% 40
2024
Q3 		$133M Buy
2,032,044
+148,952
+8% +$9.35M 0.31% 54
2024
Q2 		$114M Buy
1,883,092
+170,704
+10% +$10.4M 0.31% 52
2024
Q1 		$107M Buy
1,712,388
+206,604
+14% +$12.2M 0.3% 56
2023
Q4 		$87.6M Buy
1,505,784
+235,760
+19% +$12.6M 0.26% 67
2023
Q3 		$66.1M Buy
1,270,024
+201,416
+19% +$11M 0.25% 61
2023
Q2 		$58.8M Buy
1,068,608
+235,860
+28% +$12.4M 0.23% 67
2023
Q1 		$43.9M Buy
832,748
+121,504
+17% +$6.46M 0.2% 79
2022
Q4 		$36.2M Buy
711,244
+107,452
+18% +$5.47M 0.18% 88
2022
Q3 		$28.4M Buy
603,792
+126,876
+27% +$6.63M 0.17% 91
2022
Q2 		$23.5M Buy
476,916
+69,300
+17% +$3.74M 0.14% 113
2022
Q1 		$24.2M Buy
407,616
+63,088
+18% +$3.7M 0.14% 113
2021
Q4 		$21.9M Sell
344,528
-12,228
-3% -$767K 0.14% 120
2021
Q3 		$21.1M Sell
356,756
-157,916
-31% -$9.54M 0.15% 116
2021
Q2 		$30.5M Buy
514,672
+8,084
+2% +$469K 0.23% 73
2021
Q1 		$28M Buy
506,588
+5,172
+1% +$281K 0.26% 67
2020
Q4 		$25.9M Sell
501,416
-5,124
-1% -$248K 0.32% 52
2020
Q3 		$22.3M Buy
506,540
+7,648
+2% +$333K 0.34% 52
2020
Q2 		$20.4M Buy
498,892
+54,116
+12% +$2.07M 0.37% 46
2020
Q1 		$14.6M Sell
444,776
-5,260
-1% -$218K 0.32% 61
2019
Q4 		$20M Buy
450,036
+21,656
+5% +$930K 0.4% 54
2019
Q3 		$17.9M Buy
428,380
+246,040
+135% +$10.3M 0.42% 53
2019
Q2 		$7.62M Buy
182,340
+11,856
+7% +$485K 0.2% 101
2019
Q1 		$6.85M Buy
+170,484
New +$6.56M 0.25% 75

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors's VO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 27% in Q1 2026, selling an estimated $35.9M and leaving 1,324,544 shares worth $95.1M. The position accounts for 0.14% of the portfolio, ranked #93.

Mercer Global Advisors first reported a position in VO in Q1 2019 and has held it in 29 quarters since. The position peaked at $194M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Mercer Global Advisors held 1,324,544 shares of Vanguard Mid-Cap ETF worth $95.1M as of Q1 2026.
  • Mercer Global Advisors sold 483,088 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $35.9M.
  • Vanguard Mid-Cap ETF made up 0.14% of Mercer Global Advisors's portfolio in Q1 2026, its #93 holding.
  • Mercer Global Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Vanguard Mid-Cap ETF position peaked at $194M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.