Patten Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Patten Group’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 Q1	$2.56M	Sell	35,652 -156	-0.4%	-$11.6K	0.45%	63
2025 Q4	$2.6M	Buy	35,808 +1,540	+4%	+$112K	0.48%	57
2025 Q3	$2.52M	Buy	34,268 +332	+1%	+$23.8K	0.49%	54
2025 Q2	$2.37M	Buy	33,936 +2,628	+8%	+$173K	0.5%	53
2025 Q1	$2.02M	Sell	31,308 -1,372	-4%	-$92.1K	0.46%	60
2024 Q4	$2.16M	Sell	32,680 -100	-0.3%	-$6.79K	0.48%	57
2024 Q3	$2.16M	Sell	32,780 -684	-2%	-$42.9K	0.48%	59
2024 Q2	$2.03M	Buy	33,464 +124	+0.4%	+$7.54K	0.48%	53
2024 Q1	$2.08M	Sell	33,340 -28	-0.1%	-$1.66K	0.51%	54
2023 Q4	$1.94M	Buy	33,368 +896	+3%	+$47.9K	0.53%	54
2023 Q3	$1.69M	Sell	32,472 -112	-0.3%	-$6.14K	0.51%	52
2023 Q2	$1.79M	Sell	32,584 -96	-0.3%	-$5.03K	0.27%	51
2023 Q1	$1.72M	Sell	32,680 -56	-0.2%	-$2.98K	0.52%	51
2022 Q4	$1.67M	Sell	32,736 -736	-2%	-$37.5K	0.52%	53
2022 Q3	$1.61M	Sell	33,472 -1,260	-4%	-$65.8K	0.55%	50
2022 Q2	$1.76M	Sell	34,732 -276	-0.8%	-$14.9K	0.57%	47
2022 Q1	$2.08M	Sell	35,008 -120	-0.3%	-$7.04K	0.58%	44
2021 Q4	$2.24M	Hold	35,128	–	–	0.59%	46
2021 Q3	$2.08M	Sell	35,128 -1,100	-3%	-$66.5K	0.61%	43
2021 Q2	$2.15M	Buy	36,228 +2,548	+8%	+$148K	0.63%	40
2021 Q1	$1.86M	Sell	33,680 -20	-0.1%	-$1.08K	0.6%	48
2020 Q4	$1.74M	Buy	33,700 +7,180	+27%	+$348K	0.47%	48
2020 Q3	$1.17M	Hold	26,520	–	–	0.46%	69
2020 Q2	$1.09M	Sell	26,520 -792	-3%	-$30.3K	0.47%	66
2020 Q1	$899K	Sell	27,312 -2,920	-10%	-$121K	0.46%	67
2019 Q4	$1.35M	Buy	30,232 +332	+1%	+$14.3K	0.5%	61
2019 Q3	$1.25M	Buy	29,900 +880	+3%	+$36.8K	0.51%	57
2019 Q2	$1.21M	Buy	29,020 +688	+2%	+$28.2K	0.5%	62
2019 Q1	$1.14M	Sell	28,332 -2,776	-9%	-$107K	0.49%	67
2018 Q4	$1.07M	Sell	31,108 -380	-1%	-$14.3K	0.51%	60
2018 Q3	$1.29M	Hold	31,488	–	–	0.49%	58
2018 Q2	$1.24M	Buy	31,488 +4	+0%	+$157	0.5%	62
2018 Q1	$1.21M	Buy	31,484 +280	+0.9%	+$11K	0.5%	60
2017 Q4	$1.21M	Hold	31,204	–	–	0.48%	65
2017 Q3	$1.15M	Hold	31,204	–	–	0.46%	63
2017 Q2	$1.13M	Sell	31,204 -340	-1%	-$12K	0.46%	64
2017 Q1	$1.09M	Buy	31,544 +1,300	+4%	+$44.7K	0.47%	62
2016 Q4	$1.03M	Buy	30,244 +2,280	+8%	+$73.8K	0.46%	63
2016 Q3	$881K	Buy	27,964 +520	+2%	+$16.7K	0.41%	65
2016 Q2	$848K	Buy	27,444 +600	+2%	+$18.3K	0.4%	66
2016 Q1	$814K	Hold	26,844	–	–	0.39%	70
2015 Q4	$806K	Buy	26,844 +820	+3%	+$25K	0.39%	66
2015 Q3	$759K	Buy	26,024 +2,580	+11%	+$80.4K	0.39%	69
2015 Q2	$747K	Sell	23,444 -1,180	-5%	-$38.3K	0.35%	73
2015 Q1	$816K	Buy	24,624 +160	+0.7%	+$5.03K	0.42%	71
2014 Q4	$756K	Buy	+24,464	New	+$737K	0.37%	76

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Patten Group's VO Position: Q1 2026 in Review

Patten Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.44% in Q1 2026, selling an estimated $11.6K and leaving 35,652 shares worth $2.56M. The position accounts for 0.45% of the portfolio, ranked #63.

Patten Group first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.6M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Patten Group held 35,652 shares of Vanguard Morningstar Mid-Cap ETF worth $2.56M as of Q1 2026.
Patten Group sold 156 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $11.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Patten Group's portfolio in Q1 2026, its #63 holding.
Patten Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
Patten Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.6M in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.