Mercer Global Advisors
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Mercer Global Advisors’s Vanguard Morningstar 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
Q2 		$94.9M Sell
1,177,558
-146,986
-11% -$11.4M 0.12% 108
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors's VO Position: Q2 2026 in Review

Mercer Global Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $11.4M and leaving 1,177,558 shares worth $94.9M. The position accounts for 0.12% of the portfolio, ranked #108.

Mercer Global Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $194M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mercer Global Advisors held 1,177,558 shares of Vanguard Morningstar Mid-Cap ETF worth $94.9M as of Q2 2026.
  • Mercer Global Advisors sold 146,986 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.4M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Mercer Global Advisors's portfolio in Q2 2026, its #108 holding.
  • Mercer Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $194M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.