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Rockbridge Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rockbridge Investment Management’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 		$208K Buy
+2,581
New +$200K 0.02% 143
2024
Q1 		– Sell
-3,160
Closed -$184K – 612
2023
Q4 		$184K Sell
3,160
-2,104
-40% -$112K 0.03% 122
2023
Q3 		$274K Buy
5,264
+72
+1% +$3.95K 0.05% 93
2023
Q2 		$286K Buy
5,192
+288
+6% +$15.1K 0.05% 92
2023
Q1 		$259K Sell
4,904
-932
-16% -$49.6K 0.05% 93
2022
Q4 		$297K Sell
5,836
-1,508
-21% -$76.8K 0.06% 86
2022
Q3 		$345K Buy
7,344
+1,084
+17% +$56.6K 0.08% 75
2022
Q2 		$308K Sell
6,260
-79,120
-93% -$4.27M 0.07% 82
2022
Q1 		$5.11M Buy
85,380
+2,920
+4% +$171K 0.78% 26
2021
Q4 		$5.25M Buy
82,460
+4,872
+6% +$305K 0.77% 26
2021
Q3 		$4.59M Buy
77,588
+140
+0.2% +$8.46K 0.76% 26
2021
Q2 		$4.6M Buy
77,448
+7,856
+11% +$455K 0.78% 26
2021
Q1 		$3.85M Buy
69,592
+6,676
+11% +$362K 0.73% 28
2020
Q4 		$3.25M Buy
62,916
+1,256
+2% +$60.8K 0.67% 29
2020
Q3 		$2.72M Sell
61,660
-316
-0.5% -$13.8K 0.64% 31
2020
Q2 		$2.54M Buy
+61,976
New +$2.37M 0.66% 31

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Rockbridge Investment Management's VO Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,581 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in VO as recently as Q4 2023.

Rockbridge Investment Management first reported a position in VO in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.25M in Q4 2021. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Rockbridge Investment Management held 2,581 shares of Vanguard Morningstar Mid-Cap ETF worth $208K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Rockbridge Investment Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #143 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 16 quarters since.
  • Rockbridge Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.25M in Q4 2021.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.