Operose Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Operose Advisors’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	$9.63M	Sell	119,495 -7,849	-6%	-$609K	1.86%	9
2026 Q1	$9.14M	Sell	127,344 -18,204	-13%	-$1.35M	2.12%	8
2025 Q4	$10.6M	Sell	145,548 -54,212	-27%	-$3.94M	2.46%	7
2025 Q3	$14.7M	Buy	199,760 +23,144	+13%	+$1.66M	3.66%	6
2025 Q2	$12.4M	Buy	176,616 +111,320	+170%	+$7.31M	3.48%	6
2025 Q1	$4.22M	Buy	65,296 +33,056	+103%	+$2.22M	1.4%	10
2024 Q4	$2.13M	Buy	32,240 +13,852	+75%	+$940K	0.73%	23
2024 Q3	$1.21M	Buy	18,388 +16	+0.1%	+$1K	0.39%	32
2024 Q2	$1.11M	Buy	18,372 +288	+2%	+$17.5K	0.39%	33
2024 Q1	$1.13M	Buy	18,084 +5,480	+43%	+$324K	0.38%	31
2023 Q4	$733K	Buy	12,604 +5,152	+69%	+$275K	0.29%	38
2023 Q3	$388K	Buy	7,452 +6,056	+434%	+$332K	0.15%	63
2023 Q2	$76.9K	Buy	1,396 +1,108	+385%	+$58.1K	0.03%	139
2023 Q1	$15.2K	Buy	288 +96	+50%	+$5.11K	0.01%	244
2022 Q4	$9.7K	Buy	192 +4	+2%	+$204	0.01%	281
2022 Q3	$9K	Hold	188	–	–	0.01%	272
2022 Q2	$9K	Buy	+188	New	+$10.2K	0.01%	246

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

Operose Advisors's VO Position: Q2 2026 in Review

Operose Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, selling an estimated $609K and leaving 119,495 shares worth $9.63M. The position accounts for 1.86% of the portfolio, ranked #9.

Operose Advisors first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.7M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Operose Advisors held 119,495 shares of Vanguard Morningstar Mid-Cap ETF worth $9.63M as of Q2 2026.
Operose Advisors sold 7,849 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $609K.
Vanguard Morningstar Mid-Cap ETF made up 1.86% of Operose Advisors's portfolio in Q2 2026, its #9 holding.
Operose Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Operose Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $14.7M in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.