PSCM
VO icon

Per Stirling Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Per Stirling Capital Management’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 		$1.23M Buy
15,205
+1,693
+13% +$131K 0.12% 134
2026
Q1 		$970K Buy
13,512
+2,876
+27% +$214K 0.11% 139
2025
Q4 		$772K Buy
10,636
+296
+3% +$21.5K 0.09% 144
2025
Q3 		$759K Buy
10,340
+244
+2% +$17.5K 0.09% 136
2025
Q2 		$706K Sell
10,096
-1,080
-10% -$70.9K 0.09% 134
2025
Q1 		$723K Buy
11,176
+200
+2% +$13.4K 0.1% 133
2024
Q4 		$725K Buy
10,976
+2,176
+25% +$148K 0.1% 130
2024
Q3 		$581K Buy
8,800
+240
+3% +$15.1K 0.08% 162
2024
Q2 		$518K Sell
8,560
-155,264
-95% -$9.44M 0.08% 150
2024
Q1 		$10.2M Buy
163,824
+9,536
+6% +$564K 1.71% 14
2023
Q4 		$8.97M Sell
154,288
-900
-0.6% -$48.1K 1.65% 14
2023
Q3 		$8.08M Sell
155,188
-18,896
-11% -$1.04M 1.68% 15
2023
Q2 		$9.58M Buy
174,084
+1,764
+1% +$92.5K 1.95% 10
2023
Q1 		$9.09M Sell
172,320
-4,352
-2% -$232K 1.96% 12
2022
Q4 		$9M Buy
+176,672
New +$9M 1.64% 14

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

Per Stirling Capital Management's VO Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 15,205 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #134.

Per Stirling Capital Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q1 2024. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Per Stirling Capital Management held 15,205 shares of Vanguard Morningstar Mid-Cap ETF worth $1.23M as of Q2 2026.
  • Per Stirling Capital Management bought 1,693 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q2 2026, its #134 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $10.2M in Q1 2024.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.