Shepherd Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shepherd Financial Partners’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	$444K	Buy	5,512 +532	+11%	+$41.2K	0.04%	176
2026 Q1	$358K	Buy	4,980 +168	+3%	+$12.5K	0.03%	188
2025 Q4	$349K	Sell	4,812 -1,392	-22%	-$101K	0.03%	191
2025 Q3	$456K	Hold	6,204	–	–	0.04%	162
2025 Q2	$434K	Hold	6,204	–	–	0.05%	163
2025 Q1	$401K	Buy	6,204 +1,600	+35%	+$107K	0.05%	169
2024 Q4	$304K	Buy	+4,604	New	+$313K	0.04%	178

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

Shepherd Financial Partners's VO Position: Q2 2026 in Review

Shepherd Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $41.2K and bringing the position to 5,512 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #176.

Shepherd Financial Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Shepherd Financial Partners held 5,512 shares of Vanguard Morningstar Mid-Cap ETF worth $444K as of Q2 2026.
Shepherd Financial Partners bought 532 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #176 holding.
Shepherd Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Shepherd Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $456K in Q3 2025.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.