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Patriot Financial Group Insurance Agency’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.55M Sell
81,349
-108,099
-57% -$8.38M 0.67% 32
2026
Q1 		$13.6M Buy
189,448
+94,852
+100% +$7.05M 0.77% 19
2025
Q4 		$6.86M Buy
94,596
+2,964
+3% +$216K 0.82% 22
2025
Q3 		$6.73M Buy
91,632
+4,096
+5% +$294K 0.86% 22
2025
Q2 		$6.12M Buy
87,536
+2,652
+3% +$174K 0.7% 25
2025
Q1 		$5.49M Buy
84,884
+11,508
+16% +$772K 0.74% 23
2024
Q4 		$4.85M Buy
73,376
+1,384
+2% +$94K 0.65% 33
2024
Q3 		$4.75M Buy
71,992
+1,356
+2% +$85.1K 0.64% 31
2024
Q2 		$4.28M Sell
70,636
-1,596
-2% -$97K 0.63% 32
2024
Q1 		$4.51M Buy
72,232
+15,040
+26% +$889K 0.72% 25
2023
Q4 		$3.33M Buy
57,192
+1,700
+3% +$90.8K 0.63% 32
2023
Q3 		$2.89M Sell
55,492
-87,516
-61% -$4.8M 0.6% 35
2023
Q2 		$7.87M Buy
143,008
+2,812
+2% +$147K 1.48% 11
2023
Q1 		$7.39M Buy
140,196
+4,736
+3% +$252K 1.5% 11
2022
Q4 		$6.9M Buy
135,460
+13,680
+11% +$697K 0.93% 13
2022
Q3 		$5.72M Buy
121,780
+11,136
+10% +$582K 1.39% 14
2022
Q2 		$5.45M Buy
110,644
+14,484
+15% +$783K 1.11% 16
2022
Q1 		$5.72M Buy
96,160
+7,872
+9% +$462K 1.02% 16
2021
Q4 		$5.62M Buy
88,288
+11,140
+14% +$698K 0.93% 18
2021
Q3 		$4.57M Buy
77,148
+38,820
+101% +$2.35M 0.81% 22
2021
Q2 		$2.27M Buy
38,328
+9,500
+33% +$551K 0.42% 41
2021
Q1 		$1.59M Buy
28,828
+5,772
+25% +$313K 0.37% 46
2020
Q4 		$1.19M Buy
23,056
+3,764
+20% +$182K 0.3% 69
2020
Q3 		$850K Buy
19,292
+1,520
+9% +$66.2K 0.28% 83
2020
Q2 		$728K Buy
17,772
+5,088
+40% +$195K 0.28% 84
2020
Q1 		$417K Buy
12,684
+2,704
+27% +$112K 0.19% 110
2019
Q4 		$445K Buy
9,980
+6,512
+188% +$280K 0.17% 124
2019
Q3 		$145K Buy
3,468
+240
+7% +$10K 0.07% 254
2019
Q2 		$135K Buy
3,228
+1,928
+148% +$78.9K 0.06% 258
2019
Q1 		$52K Buy
1,300
+148
+13% +$5.69K 0.03% 380
2018
Q4 		$40K Sell
1,152
-272
-19% -$10.2K 0.03% 363
2018
Q3 		$58K Buy
1,424
+508
+55% +$20.7K 0.03% 283
2018
Q2 		$36K Sell
916
-14,252
-94% -$559K 0.04% 220
2018
Q1 		$571K Buy
15,168
+152
+1% +$5.99K 0.42% 55
2017
Q4 		$602K Buy
15,016
+492
+3% +$18.6K 0.45% 45
2017
Q3 		$538K Buy
14,524
+2,672
+23% +$96.4K 0.48% 43
2017
Q2 		$423K Buy
11,852
+828
+8% +$29.3K 0.44% 48
2017
Q1 		$380K Buy
11,024
+1,108
+11% +$38.1K 0.4% 47
2016
Q4 		$333K Buy
+9,916
New +$321K 0.46% 42

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

Patriot Financial Group Insurance Agency's VO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 57% in Q2 2026, selling an estimated $8.38M and leaving 81,349 shares worth $6.55M. The position accounts for 0.67% of the portfolio, ranked #32.

Patriot Financial Group Insurance Agency first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.6M in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 81,349 shares of Vanguard Morningstar Mid-Cap ETF worth $6.55M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 108,099 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.38M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.67% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #32 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.