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Merrithew & Thorsten Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Merrithew & Thorsten Inc’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 		$328K Hold
4,080
– – 0.28% 23
2026
Q1 		$292K Hold
4,080
– – 0.28% 24
2025
Q4 		$296K Buy
+4,080
New +$297K 0.31% 22

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Morgan Stanley
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Creative Planning
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Merrithew & Thorsten Inc's VO Position: Q2 2026 in Review

Merrithew & Thorsten Inc held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,080 shares worth $328K. The position accounts for 0.28% of the portfolio, ranked #23.

Merrithew & Thorsten Inc first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Merrithew & Thorsten Inc held 4,080 shares of Vanguard Morningstar Mid-Cap ETF worth $328K as of Q2 2026.
  • Merrithew & Thorsten Inc left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.28% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #23 holding.
  • Merrithew & Thorsten Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.