MIS
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Morningstar Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Morningstar Investment Services’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
Q1 		$1.26M Sell
19,484
-109,984
-85% -$7.38M 0.23% 89
2024
Q4 		$8.55M Sell
129,468
-1,119,420
-90% -$76M 0.78% 34
2024
Q3 		$82.2M Sell
1,248,888
-40,484
-3% -$2.54M 0.84% 33
2024
Q2 		$78.1M Sell
1,289,372
-188,416
-13% -$11.4M 0.85% 33
2024
Q1 		$92.1M Sell
1,477,788
-3,947,376
-73% -$233M 1.01% 27
2023
Q4 		$317M Buy
5,425,164
+2,382,304
+78% +$127M 1.79% 10
2023
Q3 		$159M Sell
3,042,860
-83,892
-3% -$4.6M 2.04% 8
2023
Q2 		$170M Sell
3,126,752
-98,740
-3% -$5.18M 2.19% 5
2023
Q1 		$167M Sell
3,225,492
-11,956
-0.4% -$636K 2.24% 6
2022
Q4 		$166M Sell
3,237,448
-41,580
-1% -$2.12M 2.26% 6
2022
Q3 		$164M Sell
3,279,028
-105,104
-3% -$5.49M 2.33% 6
2022
Q2 		$168M Buy
3,384,132
+414,872
+14% +$22.4M 2.26% 7
2022
Q1 		$179M Buy
2,969,260
+278,916
+10% +$16.4M 1.99% 9
2021
Q4 		$171M Buy
2,690,344
+375,792
+16% +$23.6M 1.91% 12
2021
Q3 		$139M Sell
2,314,552
-241,280
-9% -$14.6M 1.63% 15
2021
Q2 		$152M Buy
2,555,832
+499,576
+24% +$29M 1.82% 13
2021
Q1 		$113M Buy
2,056,256
+7,896
+0.4% +$428K 1.48% 18
2020
Q4 		$106M Sell
2,048,360
-134,328
-6% -$6.5M 1.47% 17
2020
Q3 		$95.6M Sell
2,182,688
-19,716
-0.9% -$859K 1.48% 19
2020
Q2 		$88.8M Buy
2,202,404
+206,496
+10% +$7.91M 1.46% 21
2020
Q1 		$67.2M Buy
1,995,908
+364,184
+22% +$15.1M 1.22% 23
2019
Q4 		$72.7M Buy
1,631,724
+91,968
+6% +$3.95M 1.14% 26
2019
Q3 		$64.5M Sell
1,539,756
-41,496
-3% -$1.73M 1.09% 28
2019
Q2 		$66.1M Buy
1,581,252
+14,264
+0.9% +$584K 1.09% 27
2019
Q1 		$63M Buy
1,566,988
+34,036
+2% +$1.31M 1.08% 28
2018
Q4 		$53M Sell
1,532,952
-6,688
-0.4% -$251K 1.04% 30
2018
Q3 		$63.2M Buy
1,539,640
+98,688
+7% +$4.03M 1.14% 24
2018
Q2 		$56.8M Buy
1,440,952
+182,232
+14% +$7.15M 1.07% 29
2018
Q1 		$48.5M Buy
1,258,720
+163,704
+15% +$6.45M 0.94% 33
2017
Q4 		$42.4M Buy
1,095,016
+146,208
+15% +$5.52M 0.85% 44
2017
Q3 		$34.9M Buy
948,808
+103,128
+12% +$3.72M 0.76% 52
2017
Q2 		$30.1M Buy
845,680
+93,848
+12% +$3.32M 0.7% 58
2017
Q1 		$26.2M Buy
+751,832
New +$25.8M 0.66% 60
2016
Q4 		– Sell
-677,956
Closed -$21.9M – 210
2016
Q3 		$21.9M Buy
677,956
+11,224
+2% +$360K 0.63% 54
2016
Q2 		$20.7M Buy
666,732
+612,284
+1,125% +$18.7M 0.65% 52
2016
Q1 		$1.65M Buy
+54,448
New +$1.54M 0.06% 156

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morningstar Investment Services's VO Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Mid-Cap ETF (VO) stake by 85% in Q1 2025, selling an estimated $7.38M and leaving 19,484 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #89.

Morningstar Investment Services first reported a position in VO in Q1 2016 and has held it in 36 quarters since. The position peaked at $317M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Morningstar Investment Services held 19,484 shares of Vanguard Mid-Cap ETF worth $1.26M as of Q1 2025.
  • Morningstar Investment Services sold 109,984 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $7.38M.
  • Vanguard Mid-Cap ETF made up 0.23% of Morningstar Investment Services's portfolio in Q1 2025, its #89 holding.
  • Morningstar Investment Services first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 36 quarters since.
  • Morningstar Investment Services's Vanguard Mid-Cap ETF position peaked at $317M in Q4 2023.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.