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MJP Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MJP Associates’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 		$11.2M Buy
139,485
+5,173
+4% +$401K 1.23% 19
2026
Q1 		$9.64M Buy
134,312
+12,432
+10% +$924K 1.17% 20
2025
Q4 		$8.84M Buy
121,880
+100,028
+458% +$7.28M 1.11% 20
2025
Q3 		$1.6M Buy
21,852
+488
+2% +$35K 0.21% 47
2025
Q2 		$1.49M Sell
21,364
-1,708
-7% -$112K 0.22% 45
2025
Q1 		$1.49M Buy
23,072
+8,108
+54% +$544K 0.27% 40
2024
Q4 		$988K Buy
14,964
+28
+0.2% +$1.9K 0.18% 59
2024
Q3 		$985K Buy
14,936
+52
+0.3% +$3.27K 0.19% 65
2024
Q2 		$901K Hold
14,884
– – 0.19% 61
2024
Q1 		$930K Buy
14,884
+28
+0.2% +$1.66K 0.2% 58
2023
Q4 		$864K Sell
14,856
-52
-0.3% -$2.78K 0.23% 44
2023
Q3 		$776K Buy
14,908
+28
+0.2% +$1.54K 0.23% 42
2023
Q2 		$819K Buy
14,880
+12
+0.1% +$629 0.27% 44
2023
Q1 		$784K Buy
14,868
+220
+2% +$11.7K 0.24% 45
2022
Q4 		$746K Buy
14,648
+20
+0.1% +$1.02K 0.22% 52
2022
Q3 		$688K Buy
14,628
+32
+0.2% +$1.67K 0.21% 46
2022
Q2 		$719K Sell
14,596
-1,468
-9% -$79.3K 0.2% 52
2022
Q1 		$955K Buy
16,064
+208
+1% +$12.2K 0.24% 48
2021
Q4 		$1M Buy
15,856
+20
+0.1% +$1.25K 0.3% 48
2021
Q3 		$937K Buy
15,836
+12
+0.1% +$725 0.32% 43
2021
Q2 		$939K Buy
15,824
+1,528
+11% +$88.6K 0.31% 43
2021
Q1 		$791K Buy
14,296
+756
+6% +$41K 0.32% 45
2020
Q4 		$700K Buy
+13,540
New +$656K 0.29% 49

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

MJP Associates's VO Position: Q2 2026 in Review

MJP Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, buying an estimated $401K and bringing the position to 139,485 shares worth $11.2M. The position accounts for 1.23% of the portfolio, ranked #19.

MJP Associates first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MJP Associates held 139,485 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q2 2026.
  • MJP Associates bought 5,173 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $401K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.23% of MJP Associates's portfolio in Q2 2026, its #19 holding.
  • MJP Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.