Moment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Moment Partners’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	$377K	Hold	4,676	–	–	0.07%	71
2026 Q1	$336K	Hold	4,676	–	–	0.06%	85
2025 Q4	$339K	Sell	4,676 -3,600	-43%	-$262K	0.07%	73
2025 Q3	$608K	Sell	8,276 -28	-0.3%	-$2.01K	0.11%	60
2025 Q2	$581K	Sell	8,304 -836	-9%	-$54.9K	0.11%	57
2025 Q1	$591K	Buy	9,140 +4,528	+98%	+$304K	0.12%	53
2024 Q4	$305K	Buy	+4,612	New	+$313K	0.06%	93

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Moment Partners's VO Position: Q2 2026 in Review

Moment Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,676 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #71.

Moment Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Moment Partners held 4,676 shares of Vanguard Morningstar Mid-Cap ETF worth $377K as of Q2 2026.
Moment Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Moment Partners's portfolio in Q2 2026, its #71 holding.
Moment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $608K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.