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RAM Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RAM Investment 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 		$466K Buy
5,779
+15
+0.3% +$1.16K 0.07% 66
2026
Q1 		$414K Buy
5,764
+16
+0.3% +$1.19K 0.07% 72
2025
Q4 		$417K Sell
5,748
-8
-0.1% -$582 0.08% 68
2025
Q3 		$423K Sell
5,756
-328
-5% -$23.6K 0.08% 67
2025
Q2 		$426K Buy
6,084
+2,060
+51% +$135K 0.09% 62
2025
Q1 		$260K Sell
4,024
-3,204
-44% -$215K 0.06% 79
2024
Q4 		$477K Buy
7,228
+3,328
+85% +$226K 0.12% 54
2024
Q3 		$257K Sell
3,900
-3,248
-45% -$204K 0.07% 72
2024
Q2 		$433K Hold
7,148
– – 0.13% 50
2024
Q1 		$447K Hold
7,148
– – 0.14% 46
2023
Q4 		$416K Buy
+7,148
New +$382K 0.15% 40

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

RAM Investment Partners's VO Position: Q2 2026 in Review

RAM Investment Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.26% in Q2 2026, buying an estimated $1.16K and bringing the position to 5,779 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #66.

RAM Investment Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $477K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • RAM Investment Partners held 5,779 shares of Vanguard Morningstar Mid-Cap ETF worth $466K as of Q2 2026.
  • RAM Investment Partners bought 15 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of RAM Investment Partners's portfolio in Q2 2026, its #66 holding.
  • RAM Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • RAM Investment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $477K in Q4 2024.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.