NorthRock Partners
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NorthRock Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NorthRock 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
2026
Q3 		$2.42M Buy
30,796
+246
+0.8% +$20K 0.03% 205
2026
Q2 		$2.46M Buy
30,550
+1,180
+4% +$91.5K 0.04% 200
2026
Q1 		$2.11M Sell
29,370
-11,814
-29% -$878K 0.03% 204
2025
Q4 		$2.99M Buy
41,184
+19,340
+89% +$1.41M 0.05% 158
2025
Q3 		$1.6M Buy
21,844
+8,568
+65% +$615K 0.03% 249
2025
Q2 		$930K Buy
13,276
+1,552
+13% +$102K 0.02% 262
2025
Q1 		$758K Sell
11,724
-2,216
-16% -$149K 0.03% 256
2024
Q4 		$921K Buy
13,940
+2,996
+27% +$203K 0.03% 216
2024
Q3 		$722K Sell
10,944
-1,172
-10% -$73.6K 0.02% 280
2024
Q2 		$736K Buy
12,116
+136
+1% +$8.26K 0.03% 248
2024
Q1 		$748K Sell
11,980
-296
-2% -$17.5K 0.03% 253
2023
Q4 		$714K Buy
12,276
+5,548
+82% +$296K 0.03% 241
2023
Q3 		$350K Buy
6,728
+280
+4% +$15.4K 0.04% 212
2023
Q2 		$355K Buy
6,448
+1,060
+20% +$55.6K 0.04% 187
2023
Q1 		$284K Sell
5,388
-48
-0.9% -$2.55K 0.03% 231
2022
Q4 		$277K Sell
5,436
-212
-4% -$10.8K 0.03% 257
2022
Q3 		$265K Buy
+5,648
New +$295K 0.03% 231
2022
Q2 		– Sell
-4,912
Closed -$292K – 350
2022
Q1 		$292K Buy
4,912
+172
+4% +$10.1K 0.03% 251
2021
Q4 		$302K Buy
4,740
+2,072
+78% +$130K 0.02% 241
2021
Q3 		$239K Buy
+2,668
New +$161K 0.02% 248

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

NorthRock Partners's VO Position: Q3 2026 in Review

NorthRock Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.81% in Q3 2026, buying an estimated $20K and bringing the position to 30,796 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #205.

NorthRock Partners first reported a position in VO in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.99M in Q4 2025. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • NorthRock Partners held 30,796 shares of Vanguard Morningstar Mid-Cap ETF worth $2.42M as of Q3 2026.
  • NorthRock Partners bought 246 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $20K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of NorthRock Partners's portfolio in Q3 2026, its #205 holding.
  • NorthRock Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • NorthRock Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $2.99M in Q4 2025.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.