Private Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Private Wealth 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	$383K	Hold	4,752	–	–	0.03%	135
2026 Q1	$341K	Hold	4,752	–	–	0.03%	140
2025 Q4	$345K	Hold	4,752	–	–	0.02%	136
2025 Q3	$349K	Hold	4,752	–	–	0.02%	137
2025 Q2	$332K	Hold	4,752	–	–	0.03%	138
2025 Q1	$307K	Hold	4,752	–	–	0.03%	139
2024 Q4	$314K	Buy	+4,752	New	+$323K	0.02%	146

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

Private Wealth Partners's VO Position: Q2 2026 in Review

Private Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,752 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #135.

Private Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Wealth Partners held 4,752 shares of Vanguard Morningstar Mid-Cap ETF worth $383K as of Q2 2026.
Private Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Private Wealth Partners's portfolio in Q2 2026, its #135 holding.
Private Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.