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Old Mission Investment Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Old Mission Investment Co’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 		$461K Buy
5,721
+717
+14% +$55.6K 0.1% 89
2026
Q1 		$359K Hold
5,004
– – 0.08% 97
2025
Q4 		$363K Hold
5,004
– – 0.09% 93
2025
Q3 		$368K Buy
+5,004
New +$359K 0.09% 92

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Bank of America
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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 22.9% 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

Old Mission Investment Co's VO Position: Q2 2026 in Review

Old Mission Investment Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, buying an estimated $55.6K and bringing the position to 5,721 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #89.

Old Mission Investment Co first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Old Mission Investment Co held 5,721 shares of Vanguard Morningstar Mid-Cap ETF worth $461K as of Q2 2026.
  • Old Mission Investment Co bought 717 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $55.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Old Mission Investment Co's portfolio in Q2 2026, its #89 holding.
  • Old Mission Investment Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.