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Pennington Partners & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pennington Partners & Co’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 		$819K Buy
11,404
+44
+0.4% +$3.27K 0.28% 47
2025
Q4 		$824K Hold
11,360
– – 0.33% 36
2025
Q3 		$837K Hold
11,360
– – 0.4% 35
2025
Q2 		$798K Sell
11,360
-532
-4% -$34.9K 0.43% 31
2025
Q1 		$769K Buy
11,892
+276
+2% +$18.5K 0.44% 30
2024
Q4 		$767K Buy
+11,616
New +$789K 0.38% 28

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pennington Partners & Co's VO Position: Q1 2026 in Review

Pennington Partners & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.39% in Q1 2026, buying an estimated $3.27K and bringing the position to 11,404 shares worth $819K. The position accounts for 0.28% of the portfolio, ranked #47.

Pennington Partners & Co first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $837K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Pennington Partners & Co held 11,404 shares of Vanguard Morningstar Mid-Cap ETF worth $819K as of Q1 2026.
  • Pennington Partners & Co bought 44 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.28% of Pennington Partners & Co's portfolio in Q1 2026, its #47 holding.
  • Pennington Partners & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Pennington Partners & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $837K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.