&Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

&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	$96.9M	Buy	1,202,798 +121,446	+11%	+$9.42M	0.4%	47
2026 Q1	$77.6M	Buy	1,081,352 +66,520	+7%	+$4.94M	0.38%	49
2025 Q4	$73.8M	Buy	1,014,832 +122,776	+14%	+$8.93M	0.39%	48
2025 Q3	$65.4M	Buy	892,056 +110,892	+14%	+$7.96M	0.42%	46
2025 Q2	$54.6M	Buy	781,164 +17,744	+2%	+$1.16M	0.42%	45
2025 Q1	$48.9M	Buy	763,420 +75,704	+11%	+$5.08M	0.52%	39
2024 Q4	$45.8M	Buy	687,716 +239,208	+53%	+$16.2M	0.55%	36
2024 Q3	$29.5M	Buy	448,508 +132,080	+42%	+$8.29M	0.57%	26
2024 Q2	$19.2M	Buy	316,428 +269,504	+574%	+$16.4M	0.84%	14
2024 Q1	$2.86M	Buy	46,924 +5,844	+14%	+$345K	0.39%	50
2023 Q4	$2.3M	Buy	+41,080	New	+$2.19M	0.56%	43

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

&Partners's VO Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $9.42M and bringing the position to 1,202,798 shares worth $96.9M. The position accounts for 0.4% of the portfolio, ranked #47.

&Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

&Partners held 1,202,798 shares of Vanguard Morningstar Mid-Cap ETF worth $96.9M as of Q2 2026.
&Partners bought 121,446 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.42M.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of &Partners's portfolio in Q2 2026, its #47 holding.
&Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.