PTP
VO icon

Platform Technology Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Platform Technology Partners’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 		$1.79M Buy
22,172
+540
+2% +$41.9K 0.29% 78
2026
Q1 		$1.55M Buy
21,632
+1,376
+7% +$102K 0.3% 80
2025
Q4 		$1.47M Buy
20,256
+1,772
+10% +$129K 0.31% 77
2025
Q3 		$1.36M Buy
18,484
+2,376
+15% +$171K 0.33% 74
2025
Q2 		$1.13M Buy
16,108
+328
+2% +$21.5K 0.29% 86
2025
Q1 		$1.02M Sell
15,780
-176
-1% -$11.8K 0.3% 87
2024
Q4 		$1.05M Buy
15,956
+1,992
+14% +$135K 0.32% 82
2024
Q3 		$921K Buy
13,964
+1,132
+9% +$71.1K 0.29% 86
2024
Q2 		$777K Buy
+12,832
New +$780K 0.27% 87
2023
Q4 		$696K Buy
11,820
+2,796
+31% +$149K 0.27% 89
2023
Q3 		$470K Buy
9,024
+1,620
+22% +$88.8K 0.22% 102
2023
Q2 		$414K Sell
7,404
-56
-0.8% -$2.94K 0.2% 113
2023
Q1 		$393K Buy
7,460
+300
+4% +$16K 0.19% 119
2022
Q4 		$365K Buy
7,160
+460
+7% +$23.4K 0.19% 124
2022
Q3 		$315K Buy
6,700
+1,536
+30% +$80.3K 0.18% 130
2022
Q2 		$254K Buy
5,164
+1,316
+34% +$71.1K 0.14% 153
2022
Q1 		$229K Buy
3,848
+512
+15% +$30K 0.11% 164
2021
Q4 		$213K Buy
+3,336
New +$209K 0.09% 186

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

Platform Technology Partners's VO Position: Q2 2026 in Review

Platform Technology Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, buying an estimated $41.9K and bringing the position to 22,172 shares worth $1.79M. The position accounts for 0.29% of the portfolio, ranked #78.

Platform Technology Partners first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Platform Technology Partners held 22,172 shares of Vanguard Morningstar Mid-Cap ETF worth $1.79M as of Q2 2026.
  • Platform Technology Partners bought 540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.29% of Platform Technology Partners's portfolio in Q2 2026, its #78 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.