RiverFront Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RiverFront Investment Group’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	$1.17M	Buy	14,500 +3,148	+28%	+$244K	0.02%	221
2026 Q1	$815K	Buy	11,352 +1,340	+13%	+$99.6K	0.01%	215
2025 Q4	$726K	Sell	10,012 -360	-3%	-$26.2K	0.01%	198
2025 Q3	$762K	Hold	10,372	–	–	0.01%	176
2025 Q2	$726K	Sell	10,372 -3,576	-26%	-$235K	0.01%	172
2025 Q1	$902K	Buy	13,948 +5,356	+62%	+$359K	0.02%	144
2024 Q4	$567K	Buy	+8,592	New	+$583K	0.01%	152

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

RiverFront Investment Group's VO Position: Q2 2026 in Review

RiverFront Investment Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 28% in Q2 2026, buying an estimated $244K and bringing the position to 14,500 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #221.

RiverFront Investment Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RiverFront Investment Group held 14,500 shares of Vanguard Morningstar Mid-Cap ETF worth $1.17M as of Q2 2026.
RiverFront Investment Group bought 3,148 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $244K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #221 holding.
RiverFront Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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