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Romano Brothers & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Romano Brothers & Co’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 		$2.6M Buy
32,242
+82
+0.3% +$6.36K 0.26% 94
2026
Q1 		$2.31M Buy
32,160
+4,540
+16% +$337K 0.26% 100
2025
Q4 		$2M Buy
27,620
+1,812
+7% +$132K 0.23% 108
2025
Q3 		$1.9M Buy
25,808
+344
+1% +$24.7K 0.22% 117
2025
Q2 		$1.78M Buy
25,464
+644
+3% +$42.3K 0.22% 116
2025
Q1 		$1.6M Buy
24,820
+660
+3% +$44.3K 0.21% 121
2024
Q4 		$1.6M Buy
24,160
+704
+3% +$47.8K 0.2% 126
2024
Q3 		$1.55M Sell
23,456
-556
-2% -$34.9K 0.19% 127
2024
Q2 		$1.45M Buy
24,012
+200
+0.8% +$12.2K 0.2% 124
2024
Q1 		$1.49M Sell
23,812
-328
-1% -$19.4K 0.2% 122
2023
Q4 		$1.4M Sell
24,140
-364
-1% -$19.4K 0.21% 123
2023
Q3 		$1.28M Buy
24,504
+424
+2% +$23.3K 0.2% 128
2023
Q2 		$1.33M Buy
24,080
+260
+1% +$13.6K 0.2% 129
2023
Q1 		$1.26M Sell
23,820
-796
-3% -$42.3K 0.19% 128
2022
Q4 		$1.25M Sell
24,616
-616
-2% -$31.4K 0.19% 125
2022
Q3 		$1.19M Buy
+25,232
New +$1.32M 0.19% 125

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 22.96% 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

Romano Brothers & Co's VO Position: Q2 2026 in Review

Romano Brothers & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.25% in Q2 2026, buying an estimated $6.36K and bringing the position to 32,242 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #94.

Romano Brothers & Co first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Romano Brothers & Co held 32,242 shares of Vanguard Morningstar Mid-Cap ETF worth $2.6M as of Q2 2026.
  • Romano Brothers & Co bought 82 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.36K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.26% of Romano Brothers & Co's portfolio in Q2 2026, its #94 holding.
  • Romano Brothers & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.