Neuberger Berman Group
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Neuberger Berman Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Neuberger Berman Group’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 		$1.88M Sell
23,366
-2,858
-11% -$222K ﹤0.01% 1316
2026
Q1 		$1.88M Buy
26,224
+3,476
+15% +$258K ﹤0.01% 1208
2025
Q4 		$1.65M Sell
22,748
-36,756
-62% -$2.67M ﹤0.01% 1244
2025
Q3 		$4.37M Buy
59,504
+39,196
+193% +$2.81M ﹤0.01% 994
2025
Q2 		$1.42M Sell
20,308
-8,720
-30% -$572K ﹤0.01% 1240
2025
Q1 		$1.88M Sell
29,028
-60
-0.2% -$4.03K ﹤0.01% 1156
2024
Q4 		$1.92M Buy
29,088
+14,108
+94% +$958K ﹤0.01% 1151
2024
Q3 		$988K Sell
14,980
-1,884
-11% -$118K ﹤0.01% 1301
2024
Q2 		$1.02M Buy
16,864
+972
+6% +$59.1K ﹤0.01% 1274
2024
Q1 		$993K Sell
15,892
-18,580
-54% -$1.1M ﹤0.01% 1289
2023
Q4 		$2M Buy
34,472
+11,488
+50% +$614K ﹤0.01% 1286
2023
Q3 		$1.2M Sell
22,984
-1,700
-7% -$93.2K ﹤0.01% 1205
2023
Q2 		$1.36M Sell
24,684
-2,164
-8% -$113K ﹤0.01% 1173
2023
Q1 		$1.42M Sell
26,848
-1,704
-6% -$90.7K ﹤0.01% 1165
2022
Q4 		$1.45M Hold
28,552
– – ﹤0.01% 1137
2022
Q3 		$1.34M Sell
28,552
-12
-0% -$627 ﹤0.01% 1181
2022
Q2 		$1.41M Hold
28,564
– – ﹤0.01% 1199
2022
Q1 		$1.7M Buy
28,564
+1,376
+5% +$80.7K ﹤0.01% 1217
2021
Q4 		$1.73M Sell
27,188
-732
-3% -$45.9K ﹤0.01% 1232
2021
Q3 		$1.65M Buy
27,920
+5,764
+26% +$348K ﹤0.01% 1205
2021
Q2 		$1.31M Buy
22,156
+3,940
+22% +$228K ﹤0.01% 1265
2021
Q1 		$1.01M Buy
18,216
+408
+2% +$22.1K ﹤0.01% 1314
2020
Q4 		$921K Buy
17,808
+3,752
+27% +$182K ﹤0.01% 1280
2020
Q3 		$619K Buy
14,056
+2,904
+26% +$127K ﹤0.01% 1310
2020
Q2 		$457K Sell
11,152
-1,096
-9% -$42K ﹤0.01% 1299
2020
Q1 		$403K Sell
12,248
-2,120
-15% -$87.8K ﹤0.01% 1287
2019
Q4 		$640K Sell
14,368
-16,744
-54% -$719K ﹤0.01% 1239
2019
Q3 		$1.3M Buy
31,112
+22,476
+260% +$939K ﹤0.01% 1095
2019
Q2 		$361K Buy
8,636
+716
+9% +$29.3K ﹤0.01% 1354
2019
Q1 		$318K Buy
7,920
+776
+11% +$29.8K ﹤0.01% 1354
2018
Q4 		$247K Sell
7,144
-468
-6% -$17.6K ﹤0.01% 1428
2018
Q3 		$312K Sell
7,612
-4,340
-36% -$177K ﹤0.01% 1421
2018
Q2 		$471K Buy
+11,952
New +$469K ﹤0.01% 1407

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

Neuberger Berman Group's VO Position: Q2 2026 in Review

Neuberger Berman Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $222K and leaving 23,366 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Neuberger Berman Group first reported a position in VO in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.37M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Neuberger Berman Group held 23,366 shares of Vanguard Morningstar Mid-Cap ETF worth $1.88M as of Q2 2026.
  • Neuberger Berman Group sold 2,858 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1316 holding.
  • Neuberger Berman Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Neuberger Berman Group's Vanguard Morningstar Mid-Cap ETF position peaked at $4.37M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.