Mesirow Financial Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mesirow Financial Investment 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
2026 Q2	$28.5M	Buy	353,926 +16,382	+5%	+$1.27M	0.45%	56
2026 Q1	$24.2M	Buy	337,544 +36,700	+12%	+$2.73M	0.39%	63
2025 Q4	$21.8M	Sell	300,844 -27,724	-8%	-$2.02M	0.45%	60
2025 Q3	$24.1M	Sell	328,568 -3,956	-1%	-$284K	0.43%	64
2025 Q2	$23.3M	Buy	332,524 +5,816	+2%	+$382K	0.45%	63
2025 Q1	$21.1M	Buy	326,708 +1,768	+0.5%	+$119K	0.41%	65
2024 Q4	$21.5M	Sell	324,940 -333,700	-51%	-$22.7M	0.43%	62
2024 Q3	$43.4M	Buy	658,640 +332,064	+102%	+$20.8M	0.84%	25
2024 Q2	$19.8M	Sell	326,576 -5,000	-2%	-$304K	0.45%	56
2024 Q1	$20.7M	Buy	331,576 +8,436	+3%	+$499K	0.47%	55
2023 Q4	$18.8M	Buy	+323,140	New	+$17.3M	0.69%	34

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

Mesirow Financial Investment Management's VO Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 353,926 shares worth $28.5M. The position accounts for 0.45% of the portfolio, ranked #56.

Mesirow Financial Investment Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.4M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mesirow Financial Investment Management held 353,926 shares of Vanguard Morningstar Mid-Cap ETF worth $28.5M as of Q2 2026.
Mesirow Financial Investment Management bought 16,382 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.27M.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #56 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $43.4M in Q3 2024.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.