Norris Perne & French’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Norris Perne & French’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	$248K	Buy	3,073 +1	+0%	+$78	0.01%	140
2026 Q1	$221K	Sell	3,072 -3,448	-53%	-$256K	0.01%	149
2025 Q4	$473K	Buy	6,520 +2,472	+61%	+$180K	0.03%	106
2025 Q3	$297K	Buy	4,048 +24	+0.6%	+$1.72K	0.02%	130
2025 Q2	$282K	Buy	4,024 +176	+5%	+$11.6K	0.02%	125
2025 Q1	$249K	Hold	3,848	–	–	0.02%	134
2024 Q4	$254K	Hold	3,848	–	–	0.02%	127
2024 Q3	$254K	Hold	3,848	–	–	0.02%	128
2024 Q2	$233K	Hold	3,848	–	–	0.02%	130
2024 Q1	$240K	Buy	+3,848	New	+$227K	0.02%	129

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Norris Perne & French's VO Position: Q2 2026 in Review

Norris Perne & French increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 3,073 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #140.

Norris Perne & French first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $473K in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Norris Perne & French held 3,073 shares of Vanguard Morningstar Mid-Cap ETF worth $248K as of Q2 2026.
Norris Perne & French bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #140 holding.
Norris Perne & French first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Norris Perne & French's Vanguard Morningstar Mid-Cap ETF position peaked at $473K in Q4 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.