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Mountain Hill Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mountain Hill Investment 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
2025
Q4 		– Sell
-16
Closed -$1.18K – 233
2025
Q3 		$1.18K Hold
16
– – ﹤0.01% 181
2025
Q2 		$1.12K Hold
16
– – ﹤0.01% 142
2025
Q1 		$1.03K Hold
16
– – ﹤0.01% 143
2024
Q4 		$1.06K Buy
+16
New +$1.09K ﹤0.01% 148

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mountain Hill Investment Partners's VO Position: Q4 2025 in Review

Mountain Hill Investment Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 16 shares — an estimated $1.18K sold.

Mountain Hill Investment Partners first reported a position in VO in Q4 2024 and held it in 4 quarters. The position peaked at $1.18K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Mountain Hill Investment Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Mountain Hill Investment Partners sold 16 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $1.18K.
  • Mountain Hill Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Mountain Hill Investment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.18K in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.