Patton Albertson Miller Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Patton Albertson Miller 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 Q2	$216K	Buy	+2,680	New	+$208K	0.02%	207
2025 Q4	–	Sell	-3,248	Closed	-$239K	–	222
2025 Q3	$239K	Sell	3,248 -60	-2%	-$4.31K	0.03%	194
2025 Q2	$231K	Sell	3,308 -40	-1%	-$2.63K	0.03%	201
2025 Q1	$216K	Hold	3,348	–	–	0.03%	200
2024 Q4	$221K	Sell	3,348 -108	-3%	-$7.33K	0.03%	206
2024 Q3	$228K	Hold	3,456	–	–	0.03%	202
2024 Q2	$209K	Sell	3,456 -120	-3%	-$7.29K	0.03%	199
2024 Q1	$223K	Hold	3,576	–	–	0.03%	192
2023 Q4	$208K	Buy	+3,576	New	+$191K	0.03%	199
2023 Q2	–	Sell	-4,336	Closed	-$229K	–	221
2023 Q1	$229K	Buy	+4,336	New	+$231K	0.04%	198
2022 Q2	–	Sell	-4,688	Closed	-$279K	–	251
2022 Q1	$279K	Sell	4,688 -820	-15%	-$48.1K	0.05%	212
2021 Q4	$351K	Buy	5,508 +960	+21%	+$60.2K	0.06%	207
2021 Q3	$269K	Buy	4,548 +4	+0.1%	+$242	0.05%	218
2021 Q2	$270K	Hold	4,544	–	–	0.06%	189
2021 Q1	$251K	Hold	4,544	–	–	0.06%	188
2020 Q4	$254K	Sell	4,544 -340	-7%	-$16.5K	0.06%	192
2020 Q3	$215K	Hold	4,884	–	–	0.06%	196
2020 Q2	$200K	Buy	+4,884	New	+$187K	0.06%	202

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

Patton Albertson Miller Group's VO Position: Q2 2026 in Review

Patton Albertson Miller Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,680 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Patton Albertson Miller Group previously reported a position in VO as recently as Q3 2025.

Patton Albertson Miller Group first reported a position in VO in Q2 2020 and has held it in 18 quarters since. The position peaked at $351K in Q4 2021. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Patton Albertson Miller Group held 2,680 shares of Vanguard Morningstar Mid-Cap ETF worth $216K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Patton Albertson Miller Group position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #207 holding.
Patton Albertson Miller Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 18 quarters since.
Patton Albertson Miller Group's Vanguard Morningstar Mid-Cap ETF position peaked at $351K in Q4 2021.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.