SEI Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SEI Investments’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	$1.73M	Buy	21,514 +3,586	+20%	+$278K	﹤0.01%	2018
2026 Q1	$1.29M	Buy	17,928 +4,020	+29%	+$299K	﹤0.01%	2225
2025 Q4	$1.01M	Buy	+13,908	New	+$1.01M	﹤0.01%	2177
2019 Q1	–	Sell	-648	Closed	-$22K	–	2989
2018 Q4	$22K	Buy	+648	New	+$24.3K	﹤0.01%	2489
2018 Q3	–	Sell	-17,880	Closed	-$705K	–	3443
2018 Q2	$705K	Buy	17,880 +6,508	+57%	+$255K	﹤0.01%	1719
2018 Q1	$439K	Sell	11,372 -5,868	-34%	-$231K	﹤0.01%	1648
2017 Q4	$668K	Buy	17,240 +272	+2%	+$10.3K	﹤0.01%	1597
2017 Q3	$624K	Buy	16,968 +4,284	+34%	+$155K	﹤0.01%	1579
2017 Q2	$452K	Buy	12,684 +8,740	+222%	+$309K	﹤0.01%	1659
2017 Q1	$137K	Sell	3,944 -2,052	-34%	-$70.5K	﹤0.01%	1856
2016 Q4	$197K	Buy	5,996 +5,004	+504%	+$162K	﹤0.01%	1790
2016 Q3	$32K	Buy	992 +600	+153%	+$19.3K	﹤0.01%	2169
2016 Q2	$12K	Buy	392 +240	+158%	+$7.33K	﹤0.01%	2243
2016 Q1	$5K	Buy	+152	New	+$4.3K	﹤0.01%	2284

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

SEI Investments's VO Position: Q2 2026 in Review

SEI Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, buying an estimated $278K and bringing the position to 21,514 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

SEI Investments first reported a position in VO in Q1 2016 and has held it in 14 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SEI Investments held 21,514 shares of Vanguard Morningstar Mid-Cap ETF worth $1.73M as of Q2 2026.
SEI Investments bought 3,586 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $278K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2018 holding.
SEI Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 14 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.