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

Patten & Patten’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	$494K	Hold	6,128	–	–	0.03%	252
2026 Q1	$440K	Hold	6,128	–	–	0.03%	252
2025 Q4	$445K	Hold	6,128	–	–	0.03%	249
2025 Q3	$450K	Buy	+6,128	New	+$440K	0.03%	251
2016 Q4	–	Sell	-6,480	Closed	-$210K	–	225
2016 Q3	$210K	Buy	+6,480	New	+$208K	0.03%	206
2014 Q2	–	Sell	-30,064	Closed	-$854K	–	250
2014 Q1	$854K	Hold	30,064	–	–	0.12%	142
2013 Q4	$827K	Hold	30,064	–	–	0.12%	150
2013 Q3	$770K	Buy	30,064 +1,920	+7%	+$48.2K	0.12%	140
2013 Q2	$669K	Buy	+28,144	New	+$667K	0.11%	143

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

Patten & Patten's VO Position: Q2 2026 in Review

Patten & Patten held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,128 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #252.

Patten & Patten first reported a position in VO in Q2 2013 and has held it in 9 quarters since. The position peaked at $854K in Q1 2014. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Patten & Patten held 6,128 shares of Vanguard Morningstar Mid-Cap ETF worth $494K as of Q2 2026.
Patten & Patten left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #252 holding.
Patten & Patten first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 9 quarters since.
Patten & Patten's Vanguard Morningstar Mid-Cap ETF position peaked at $854K in Q1 2014.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.