Signature Equity Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Signature Equity 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	$359K	Sell	4,456 -1,036	-19%	-$80.3K	0.16%	124
2026 Q1	$394K	Sell	5,492 -1,100	-17%	-$81.7K	0.21%	105
2025 Q4	$478K	Buy	+6,592	New	+$480K	0.26%	84

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

Signature Equity Partners's VO Position: Q2 2026 in Review

Signature Equity Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $80.3K and leaving 4,456 shares worth $359K. The position accounts for 0.16% of the portfolio, ranked #124.

Signature Equity Partners first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $478K in Q4 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Signature Equity Partners held 4,456 shares of Vanguard Morningstar Mid-Cap ETF worth $359K as of Q2 2026.
Signature Equity Partners sold 1,036 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $80.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Signature Equity Partners's portfolio in Q2 2026, its #124 holding.
Signature Equity Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $478K in Q4 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.