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Patrick M. Sweeney & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Patrick M. Sweeney & Associates’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 		$261K Buy
3,245
+1
+0% +$78 0.15% 148
2026
Q1 		$233K Buy
3,244
+4
+0.1% +$297 0.15% 149
2025
Q4 		$235K Sell
3,240
-12
-0.4% -$873 0.15% 150
2025
Q3 		$239K Hold
3,252
– – 0.15% 145
2025
Q2 		$231K Buy
+3,252
New +$213K 0.16% 142

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

Patrick M. Sweeney & Associates's VO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 3,245 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #148.

Patrick M. Sweeney & Associates first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,245 shares of Vanguard Morningstar Mid-Cap ETF worth $261K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #148 holding.
  • Patrick M. Sweeney & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.