Smithbridge Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Smithbridge Asset Management’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	$736K	Sell	9,140 -16,992	-65%	-$1.32M	0.1%	115
2026 Q1	$1.88M	Buy	+26,132	New	+$1.94M	0.28%	78

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

Smithbridge Asset Management's VO Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 65% in Q2 2026, selling an estimated $1.32M and leaving 9,140 shares worth $736K. The position accounts for 0.1% of the portfolio, ranked #115.

Smithbridge Asset Management first reported a position in VO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.88M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Smithbridge Asset Management held 9,140 shares of Vanguard Morningstar Mid-Cap ETF worth $736K as of Q2 2026.
Smithbridge Asset Management sold 16,992 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.32M.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Smithbridge Asset Management's portfolio in Q2 2026, its #115 holding.
Smithbridge Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
Smithbridge Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.88M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.