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

Searle & 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	$675K	Buy	8,372 +2,284	+38%	+$177K	0.15%	101
2026 Q1	$437K	Buy	6,088 +2,088	+52%	+$155K	0.11%	134
2025 Q4	$290K	Hold	4,000	–	–	0.07%	153
2025 Q3	$294K	Hold	4,000	–	–	0.08%	154
2025 Q2	$280K	Hold	4,000	–	–	0.08%	149
2025 Q1	$259K	Hold	4,000	–	–	0.07%	152
2024 Q4	$264K	Hold	4,000	–	–	0.08%	154
2024 Q3	$264K	Hold	4,000	–	–	0.07%	151
2024 Q2	$242K	Hold	4,000	–	–	0.06%	163
2024 Q1	$250K	Hold	4,000	–	–	0.06%	145
2023 Q4	$233K	Hold	4,000	–	–	0.06%	150
2023 Q3	$208K	Hold	4,000	–	–	0.07%	136
2023 Q2	$228K	Hold	4,000	–	–	0.07%	136
2023 Q1	$209K	Buy	+4,000	New	+$213K	0.07%	138

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

Searle & Co's VO Position: Q2 2026 in Review

Searle & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 38% in Q2 2026, buying an estimated $177K and bringing the position to 8,372 shares worth $675K. The position accounts for 0.15% of the portfolio, ranked #101.

Searle & Co first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Searle & Co held 8,372 shares of Vanguard Morningstar Mid-Cap ETF worth $675K as of Q2 2026.
Searle & Co bought 2,284 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $177K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Searle & Co's portfolio in Q2 2026, its #101 holding.
Searle & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.