New York Life Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

New York Life Investment Management’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	$55.5M	Sell	688,447 -19,257	-3%	-$1.49M	0.39%	53
2026 Q1	$50.8M	Buy	707,704 +59,320	+9%	+$4.41M	0.43%	40
2025 Q4	$47M	Buy	648,384 +4,272	+0.7%	+$311K	0.41%	47
2025 Q3	$47.3M	Sell	644,112 -103,968	-14%	-$7.47M	0.42%	43
2025 Q2	$52.3M	Buy	748,080 +22,256	+3%	+$1.46M	0.49%	36
2025 Q1	$46.9M	Sell	725,824 -31,680	-4%	-$2.13M	0.48%	39
2024 Q4	$50M	Sell	757,504 -25,872	-3%	-$1.76M	0.49%	35
2024 Q3	$51.6M	Buy	783,376 +59,976	+8%	+$3.77M	0.5%	36
2024 Q2	$43.8M	Buy	723,400 +175,048	+32%	+$10.6M	0.44%	36
2024 Q1	$34.3M	Sell	548,352 -154,468	-22%	-$9.13M	0.34%	51
2023 Q4	$40.9M	Buy	702,820 +217,252	+45%	+$11.6M	0.42%	42
2023 Q3	$25.3M	Buy	485,568 +23,840	+5%	+$1.31M	0.27%	69
2023 Q2	$25.4M	Buy	461,728 +68,416	+17%	+$3.59M	0.26%	73
2023 Q1	$20.7M	Buy	393,312 +47,532	+14%	+$2.53M	0.23%	90
2022 Q4	$17.6M	Sell	345,780 -13,476	-4%	-$686K	0.2%	117
2022 Q3	$16.9M	Sell	359,256 -3,252	-0.9%	-$170K	0.2%	106
2022 Q2	$17.9M	Buy	362,508 +76,412	+27%	+$4.13M	0.21%	98
2022 Q1	$17M	Buy	286,096 +4,120	+1%	+$242K	0.9%	15
2021 Q4	$18M	Buy	281,976 +9,656	+4%	+$605K	0.94%	12
2021 Q3	$16.1M	Buy	272,320 +796	+0.3%	+$48.1K	0.89%	13
2021 Q2	$16.1M	Buy	271,524 +50,604	+23%	+$2.93M	0.93%	12
2021 Q1	$12.2M	Buy	220,920 +89,920	+69%	+$4.88M	0.74%	14
2020 Q4	$6.77M	Buy	131,000 +72,276	+123%	+$3.5M	0.45%	16
2020 Q3	$2.59M	Buy	58,724 +46,964	+399%	+$2.05M	0.23%	20
2020 Q2	$478K	Buy	+11,760	New	+$450K	0.05%	23

Other funds holding VO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New York Life Investment Management's VO Position: Q2 2026 in Review

New York Life Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, selling an estimated $1.49M and leaving 688,447 shares worth $55.5M. The position accounts for 0.39% of the portfolio, ranked #53.

New York Life Investment Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,187 funds tracked by Wall St. Rank hold VO as of Q2 2026.

New York Life Investment Management held 688,447 shares of Vanguard Morningstar Mid-Cap ETF worth $55.5M as of Q2 2026.
New York Life Investment Management sold 19,257 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.49M.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of New York Life Investment Management's portfolio in Q2 2026, its #53 holding.
New York Life Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,187 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.