Osaic Holdings
VO icon

Osaic Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Osaic Holdings’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 		$278M Buy
3,445,858
+514,422
+18% +$39.9M 0.33% 46
2026
Q1 		$211M Sell
2,931,436
-30,132
-1% -$2.24M 0.31% 53
2025
Q4 		$215M Buy
2,961,568
+28,612
+1% +$2.08M 0.31% 49
2025
Q3 		$214M Buy
2,932,956
+187,604
+7% +$13.5M 0.3% 53
2025
Q2 		$192M Buy
2,745,352
+13,192
+0.5% +$866K 0.34% 55
2025
Q1 		$177M Buy
2,732,160
+317,696
+13% +$21.3M 0.39% 41
2024
Q4 		$160M Buy
2,414,464
+23,748
+1% +$1.61M 0.36% 45
2024
Q3 		$158M Sell
2,390,716
-163,164
-6% -$10.2M 0.36% 46
2024
Q2 		$155M Sell
2,553,880
-46,984
-2% -$2.86M 0.37% 43
2024
Q1 		$163M Sell
2,600,864
-236,632
-8% -$14M 0.36% 40
2023
Q4 		$165M Sell
2,837,496
-561,740
-17% -$30M 0.29% 69
2023
Q3 		$177M Buy
3,399,236
+636,408
+23% +$34.9M 0.26% 84
2023
Q2 		$152M Buy
2,762,828
+131,128
+5% +$6.87M 0.27% 80
2023
Q1 		$139M Sell
2,631,700
-156,932
-6% -$8.35M 0.26% 82
2022
Q4 		$142M Buy
2,788,632
+270,944
+11% +$13.8M 0.29% 75
2022
Q3 		$118M Sell
2,517,688
-81,072
-3% -$4.24M 0.27% 75
2022
Q2 		$128M Sell
2,598,760
-10,720
-0.4% -$579K 0.28% 69
2022
Q1 		$150M Sell
2,609,480
-296,588
-10% -$17.4M 0.29% 62
2021
Q4 		$185M Buy
2,906,068
+312,012
+12% +$19.6M 0.35% 54
2021
Q3 		$154M Buy
2,594,056
+202,348
+8% +$12.2M 0.32% 61
2021
Q2 		$142M Buy
2,391,708
+92,684
+4% +$5.37M 0.31% 70
2021
Q1 		$127M Buy
2,299,024
+225,856
+11% +$12.3M 0.31% 70
2020
Q4 		$107M Sell
2,073,168
-114,656
-5% -$5.55M 0.29% 72
2020
Q3 		$96M Buy
2,187,824
+75,792
+4% +$3.3M 0.29% 67
2020
Q2 		$86.6M Buy
2,112,032
+30,180
+1% +$1.16M 0.29% 67
2020
Q1 		$68.7M Buy
+2,081,852
New +$86.2M 0.28% 73

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 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

Osaic Holdings's VO Position: Q2 2026 in Review

Osaic Holdings increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $39.9M and bringing the position to 3,445,858 shares worth $278M. The position accounts for 0.33% of the portfolio, ranked #46.

Osaic Holdings first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Osaic Holdings held 3,445,858 shares of Vanguard Morningstar Mid-Cap ETF worth $278M as of Q2 2026.
  • Osaic Holdings bought 514,422 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.9M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.33% of Osaic Holdings's portfolio in Q2 2026, its #46 holding.
  • Osaic Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.