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 Q2	$2.46M	Sell	30,550 -86,930	-74%	-$6.74M	0.04%	200
2026 Q1	$2.11M	Buy	117,480 +76,296	+185%	+$5.67M	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%	+$8.27K	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 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 22.96% 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

NorthRock Partners's VO Position: Q2 2026 in Review

NorthRock Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 74% in Q2 2026, selling an estimated $6.74M and leaving 30,550 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #200.

NorthRock Partners first reported a position in VO in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.99M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

NorthRock Partners held 30,550 shares of Vanguard Morningstar Mid-Cap ETF worth $2.46M as of Q2 2026.
NorthRock Partners sold 86,930 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.74M.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #200 holding.
NorthRock Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
NorthRock Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $2.99M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.