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

Meritage Portfolio 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
2025
Q4 		$399K Buy
5,496
+20
+0.4% +$1.46K 0.03% 243
2025
Q3 		$402K Buy
5,476
+8
+0.1% +$575 0.03% 253
2025
Q2 		$383K Buy
5,468
+2,056
+60% +$135K 0.02% 268
2025
Q1 		$221K Buy
3,412
+12
+0.4% +$805 0.01% 307
2024
Q4 		$225K Buy
3,400
+8
+0.2% +$543 0.01% 308
2024
Q3 		$224K Buy
3,392
+12
+0.4% +$753 0.01% 319
2024
Q2 		$205K Hold
3,380
– – 0.01% 325
2024
Q1 		$211K Sell
3,380
-13,168
-80% -$778K 0.01% 326
2023
Q4 		$963K Buy
16,548
+4,348
+36% +$232K 0.06% 198
2023
Q3 		$635K Buy
12,200
+432
+4% +$23.7K 0.05% 221
2023
Q2 		$648K Buy
11,768
+1,076
+10% +$56.4K 0.05% 221
2023
Q1 		$564K Sell
10,692
-136
-1% -$7.24K 0.04% 203
2022
Q4 		$552K Sell
10,828
-1,112
-9% -$56.6K 0.04% 209
2022
Q3 		$561K Buy
11,940
+348
+3% +$18.2K 0.05% 207
2022
Q2 		$571K Hold
11,592
– – 0.04% 208
2022
Q1 		$689K Hold
11,592
– – 0.04% 210
2021
Q4 		$738K Buy
11,592
+968
+9% +$60.7K 0.04% 203
2021
Q3 		$629K Hold
10,624
– – 0.04% 210
2021
Q2 		$630K Hold
10,624
– – 0.04% 218
2021
Q1 		$588K Buy
+10,624
New +$577K 0.04% 209

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meritage Portfolio Management's VO Position: Q4 2025 in Review

Meritage Portfolio Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q4 2025, buying an estimated $1.46K and bringing the position to 5,496 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #243.

Meritage Portfolio Management first reported a position in VO in Q1 2021 and has held it in 20 quarters since. The position peaked at $963K in Q4 2023. 2,374 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Meritage Portfolio Management held 5,496 shares of Vanguard Morningstar Mid-Cap ETF worth $399K as of Q4 2025.
  • Meritage Portfolio Management bought 20 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $1.46K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #243 holding.
  • Meritage Portfolio Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Meritage Portfolio Management's Vanguard Morningstar Mid-Cap ETF position peaked at $963K in Q4 2023.
  • 2,374 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.