SJL
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Shayne & Jacobs LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shayne & Jacobs LLC’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 		$309K Buy
3,838
+302
+9% +$23.4K 0.09% 84
2026
Q1 		$254K Buy
+3,536
New +$263K 0.08% 88

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Shayne & Jacobs LLC's VO Position: Q2 2026 in Review

Shayne & Jacobs LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.5% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,838 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #84.

Shayne & Jacobs LLC first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Shayne & Jacobs LLC held 3,838 shares of Vanguard Morningstar Mid-Cap ETF worth $309K as of Q2 2026.
  • Shayne & Jacobs LLC bought 302 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #84 holding.
  • Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.