Osborne Partners Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Osborne Partners Capital Management’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	$425K	Sell	5,272 -1,676	-24%	-$130K	0.02%	160
2026 Q1	$499K	Buy	6,948 +3,444	+98%	+$256K	0.03%	156
2025 Q4	$254K	Sell	3,504 -452	-11%	-$32.9K	0.01%	181
2025 Q3	$290K	Buy	3,956 +452	+13%	+$32.5K	0.01%	184
2025 Q2	$245K	Hold	3,504	–	–	0.01%	192
2025 Q1	$227K	Sell	3,504 -20	-0.6%	-$1.34K	0.01%	196
2024 Q4	$233K	Hold	3,524	–	–	0.01%	208
2024 Q3	$232K	Sell	3,524 -300	-8%	-$18.8K	0.01%	210
2024 Q2	$231K	Buy	3,824 +300	+9%	+$18.2K	0.01%	202
2024 Q1	$220K	Hold	3,524	–	–	0.01%	194
2023 Q4	$205K	Buy	+3,524	New	+$188K	0.01%	206
2022 Q2	–	Sell	-3,644	Closed	-$217K	–	223
2022 Q1	$217K	Hold	3,644	–	–	0.02%	198
2021 Q4	$232K	Sell	3,644 -380	-9%	-$23.8K	0.02%	200
2021 Q3	$238K	Sell	4,024 -1,040	-21%	-$62.8K	0.02%	186
2021 Q2	$300K	Sell	5,064 -580	-10%	-$33.6K	0.02%	183
2021 Q1	$312K	Buy	5,644 +288	+5%	+$15.6K	0.03%	169
2020 Q4	$277K	Buy	+5,356	New	+$259K	0.03%	167
2018 Q3	–	Sell	-6,804	Closed	-$268K	–	188
2018 Q2	$268K	Buy	6,804 +1,044	+18%	+$41K	0.04%	169
2018 Q1	$222K	Buy	5,760 +360	+7%	+$14.2K	0.03%	173
2017 Q4	$209K	Buy	+5,400	New	+$204K	0.03%	184
2017 Q3	–	Sell	-6,240	Closed	-$222K	–	190
2017 Q2	$222K	Buy	+6,240	New	+$220K	0.03%	174

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

Osborne Partners Capital Management's VO Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q2 2026, selling an estimated $130K and leaving 5,272 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #160.

Osborne Partners Capital Management first reported a position in VO in Q2 2017 and has held it in 21 quarters since. The position peaked at $499K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Osborne Partners Capital Management held 5,272 shares of Vanguard Morningstar Mid-Cap ETF worth $425K as of Q2 2026.
Osborne Partners Capital Management sold 1,676 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $130K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Osborne Partners Capital Management's portfolio in Q2 2026, its #160 holding.
Osborne Partners Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 21 quarters since.
Osborne Partners Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $499K in Q1 2026.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.