Richards, Merrill & Peterson’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Richards, Merrill & Peterson’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	$481K	Sell	5,976 -412	-6%	-$31.9K	0.15%	127
2026 Q1	$459K	Buy	6,388 +140	+2%	+$10.4K	0.17%	127
2025 Q4	$453K	Buy	6,248 +140	+2%	+$10.2K	0.17%	120
2025 Q3	$449K	Sell	6,108 -156	-2%	-$11.2K	0.19%	116
2025 Q2	$438K	Buy	6,264 +924	+17%	+$60.7K	0.21%	113
2025 Q1	$345K	Buy	5,340 +160	+3%	+$10.7K	0.18%	116
2024 Q4	$342K	Buy	+5,180	New	+$352K	0.18%	110

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

Richards, Merrill & Peterson's VO Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, selling an estimated $31.9K and leaving 5,976 shares worth $481K. The position accounts for 0.15% of the portfolio, ranked #127.

Richards, Merrill & Peterson first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Richards, Merrill & Peterson held 5,976 shares of Vanguard Morningstar Mid-Cap ETF worth $481K as of Q2 2026.
Richards, Merrill & Peterson sold 412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #127 holding.
Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.