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Segall Bryant & Hamill’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Segall Bryant & Hamill’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 		$2.89M Buy
+35,912
New +$2.78M 0.03% 402
2025
Q4 		– Sell
-42,036
Closed -$3.09M – 639
2025
Q3 		$3.09M Sell
42,036
-1,020
-2% -$73.3K 0.04% 364
2025
Q2 		$3.01M Sell
43,056
-2,864
-6% -$188K 0.04% 374
2025
Q1 		$2.97M Sell
45,920
-9,024
-16% -$606K 0.05% 376
2024
Q4 		$3.63M Sell
54,944
-2,276
-4% -$155K 0.05% 379
2024
Q3 		$3.77M Buy
+57,220
New +$3.59M 0.05% 367
2023
Q3 		– Sell
-9,080
Closed -$500K – 696
2023
Q2 		$500K Sell
9,080
-236
-3% -$12.4K 0.01% 570
2023
Q1 		$491K Sell
9,316
-628
-6% -$33.4K 0.01% 576
2022
Q4 		$506K Buy
9,944
+672
+7% +$34.2K 0.01% 570
2022
Q3 		$437K Buy
9,272
+36
+0.4% +$1.88K 0.01% 601
2022
Q2 		$454K Sell
9,236
-224
-2% -$12.1K 0.01% 595
2022
Q1 		$563K Buy
+9,460
New +$555K 0.01% 592
2021
Q4 		– Sell
-9,756
Closed -$577K – 761
2021
Q3 		$577K Buy
9,756
+1,452
+17% +$87.7K 0.01% 607
2021
Q2 		$493K Hold
8,304
– – ﹤0.01% 607
2021
Q1 		$459K Buy
8,304
+2,268
+38% +$123K ﹤0.01% 664
2020
Q4 		$312K Hold
6,036
– – ﹤0.01% 648
2020
Q3 		$266K Sell
6,036
-684
-10% -$29.8K ﹤0.01% 637
2020
Q2 		$275K Hold
6,720
– – ﹤0.01% 694
2020
Q1 		$220K Sell
6,720
-424
-6% -$17.6K ﹤0.01% 727
2019
Q4 		$318K Sell
7,144
-424
-6% -$18.2K ﹤0.01% 726
2019
Q3 		$318K Sell
7,568
-128
-2% -$5.35K ﹤0.01% 726
2019
Q2 		$321K Sell
7,696
-956
-11% -$39.1K ﹤0.01% 729
2019
Q1 		$347K Buy
8,652
+956
+12% +$36.8K 0.01% 713
2018
Q4 		$266K Sell
7,696
-2,928
-28% -$110K ﹤0.01% 753
2018
Q3 		$436K Sell
10,624
-1,664
-14% -$67.9K 0.01% 699
2018
Q2 		$484K Buy
+12,288
New +$482K 0.01% 674
2014
Q1 		– Sell
-22,752
Closed -$626K – 596
2013
Q4 		$626K Hold
22,752
– – 0.01% 399
2013
Q3 		$583K Buy
22,752
+2,600
+13% +$65.2K 0.01% 402
2013
Q2 		$479K Buy
+20,152
New +$478K 0.01% 403

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

Segall Bryant & Hamill's VO Position: Q2 2026 in Review

Segall Bryant & Hamill opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 35,912 shares worth $2.89M. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Segall Bryant & Hamill previously reported a position in VO as recently as Q3 2025.

Segall Bryant & Hamill first reported a position in VO in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.77M in Q3 2024. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Segall Bryant & Hamill held 35,912 shares of Vanguard Morningstar Mid-Cap ETF worth $2.89M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Segall Bryant & Hamill position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Segall Bryant & Hamill's portfolio in Q2 2026, its #402 holding.
  • Segall Bryant & Hamill first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • Segall Bryant & Hamill's Vanguard Morningstar Mid-Cap ETF position peaked at $3.77M in Q3 2024.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.