Schroder Investment Management Group
VO icon

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

Schroder Investment Management 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 		$23.2M Buy
288,214
+33,330
+13% +$2.58M 0.02% 520
2026
Q1 		$18.3M Buy
254,884
+11,148
+5% +$828K 0.02% 546
2025
Q4 		$17.7M Buy
243,736
+7,612
+3% +$554K 0.01% 534
2025
Q3 		$17.3M Buy
236,124
+17,236
+8% +$1.24M 0.01% 559
2025
Q2 		$15.3M Buy
218,888
+7,380
+3% +$484K 0.01% 561
2025
Q1 		$13.7M Buy
+211,508
New +$14.2M 0.01% 585

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

Schroder Investment Management Group's VO Position: Q2 2026 in Review

Schroder Investment Management Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, buying an estimated $2.58M and bringing the position to 288,214 shares worth $23.2M. The position accounts for 0.02% of the portfolio, ranked #520.

Schroder Investment Management Group first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Schroder Investment Management Group held 288,214 shares of Vanguard Morningstar Mid-Cap ETF worth $23.2M as of Q2 2026.
  • Schroder Investment Management Group bought 33,330 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.58M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Schroder Investment Management Group's portfolio in Q2 2026, its #520 holding.
  • Schroder Investment Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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