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Performa Ltd (US)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Performa Ltd (US)’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 		$75.8M Sell
940,415
-57,381
-6% -$4.45M 12.23% 3
2026
Q1 		$71.6M Buy
997,796
+141,564
+17% +$10.5M 16.21% 2
2025
Q4 		$62.1M Buy
856,232
+76,340
+10% +$5.55M 15.76% 3
2025
Q3 		$57.3M Buy
779,892
+142,164
+22% +$10.2M 15.19% 3
2025
Q2 		$44.6M Buy
637,728
+55,452
+10% +$3.64M 13.45% 4
2025
Q1 		$37.6M Buy
582,276
+50,244
+9% +$3.37M 12.52% 4
2024
Q4 		$35.1M Buy
532,032
+52,412
+11% +$3.56M 12.37% 4
2024
Q3 		$31.6M Buy
479,620
+64,360
+15% +$4.04M 11.75% 3
2024
Q2 		$25.1M Buy
415,260
+34,104
+9% +$2.07M 10.33% 3
2024
Q1 		$23.8M Buy
381,156
+5,784
+2% +$342K 10.47% 3
2023
Q4 		$21.8M Buy
375,372
+29,004
+8% +$1.55M 9.48% 3
2023
Q3 		$18M Buy
346,368
+213,332
+160% +$11.7M 8.57% 3
2023
Q2 		$7.32M Buy
133,036
+7,568
+6% +$397K 3.6% 6
2023
Q1 		$6.62M Buy
125,468
+16,920
+16% +$900K 3.46% 6
2022
Q4 		$5.53M Buy
108,548
+23,440
+28% +$1.19M 3.19% 6
2022
Q3 		$4M Buy
85,108
+25,204
+42% +$1.32M 2.67% 6
2022
Q2 		$2.95M Buy
59,904
+27,788
+87% +$1.5M 2.14% 8
2022
Q1 		$1.91M Buy
32,116
+7,420
+30% +$435K 1.34% 9
2021
Q4 		$1.57M Buy
24,696
+7,620
+45% +$478K 0.97% 15
2021
Q3 		$1.01M Buy
17,076
+4,020
+31% +$243K 0.59% 14
2021
Q2 		$775K Buy
+13,056
New +$757K 0.54% 7

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

Performa Ltd (US)'s VO Position: Q2 2026 in Review

Performa Ltd (US) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.8% in Q2 2026, selling an estimated $4.45M and leaving 940,415 shares worth $75.8M. The position accounts for 12.23% of the portfolio, ranked #3.

Performa Ltd (US) first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Performa Ltd (US) held 940,415 shares of Vanguard Morningstar Mid-Cap ETF worth $75.8M as of Q2 2026.
  • Performa Ltd (US) sold 57,381 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.45M.
  • Vanguard Morningstar Mid-Cap ETF made up 12.23% of Performa Ltd (US)'s portfolio in Q2 2026, its #3 holding.
  • Performa Ltd (US) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.