Select Equity Group
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Select Equity Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Select Equity 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
Q1 		– Sell
-118,904
Closed -$8.63M – 213
2025
Q4 		$8.63M Buy
+118,904
New +$8.65M 0.04% 149

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Select Equity Group's VO Position: Q1 2026 in Review

Select Equity Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 118,904 shares — an estimated $8.63M sold.

Select Equity Group first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $8.63M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Select Equity Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Select Equity Group sold 118,904 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $8.63M.
  • Select Equity Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Select Equity Group's Vanguard Morningstar Mid-Cap ETF position peaked at $8.63M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.