Stonebridge Financial Group (Pennsylvania)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$767K	Buy	9,523 +931	+11%	+$72.2K	0.06%	142
2026 Q1	$617K	Buy	8,592 +1,268	+17%	+$94.2K	0.05%	149
2025 Q4	$531K	Hold	7,324	–	–	0.05%	156
2025 Q3	$538K	Sell	7,324 -220	-3%	-$15.8K	0.05%	153
2025 Q2	$528K	Hold	7,544	–	–	0.05%	148
2025 Q1	$488K	Sell	7,544 -120	-2%	-$8.05K	0.05%	152
2024 Q4	$506K	Buy	+7,664	New	+$520K	0.06%	154

Other funds holding VO

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $72.2K and bringing the position to 9,523 shares worth $767K. The position accounts for 0.06% of the portfolio, ranked #142.

Stonebridge Financial Group (Pennsylvania) first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,239 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 9,523 shares of Vanguard Morningstar Mid-Cap ETF worth $767K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 931 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #142 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.