Raymond James Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Raymond James Financial’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	$2.52B	Buy	31,257,030 +1,195,062	+4%	+$92.6M	0.68%	19
2026 Q1	$2.16B	Buy	30,061,968 +1,486,836	+5%	+$110M	0.67%	19
2025 Q4	$2.07B	Buy	28,575,132 +1,628,056	+6%	+$118M	0.65%	21
2025 Q3	$1.98B	Buy	26,947,076 +672,404	+3%	+$48.3M	0.64%	21
2025 Q2	$1.84B	Buy	26,274,672 +1,530,428	+6%	+$100M	0.63%	21
2025 Q1	$1.6B	Buy	24,744,244 +497,808	+2%	+$33.4M	0.6%	21
2024 Q4	$1.6B	Buy	+24,246,436	New	+$1.65B	0.59%	23

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Raymond James Financial's VO Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, buying an estimated $92.6M and bringing the position to 31,257,030 shares worth $2.52B. The position accounts for 0.68% of the portfolio, ranked #19.

Raymond James Financial first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Raymond James Financial held 31,257,030 shares of Vanguard Morningstar Mid-Cap ETF worth $2.52B as of Q2 2026.
Raymond James Financial bought 1,195,062 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $92.6M.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of Raymond James Financial's portfolio in Q2 2026, its #19 holding.
Raymond James Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.