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Studio Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Studio Investment 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 		$271K Buy
+3,361
New +$261K 0.05% 173
2022
Q1 		– Sell
-3,680
Closed -$234K – 106
2021
Q4 		$234K Buy
+3,680
New +$231K 0.08% 104

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Studio Investment Management's VO Position: Q2 2026 in Review

Studio Investment Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 3,361 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Studio Investment Management previously reported a position in VO as recently as Q4 2021.

Studio Investment Management first reported a position in VO in Q4 2021 and has held it in 2 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Studio Investment Management held 3,361 shares of Vanguard Morningstar Mid-Cap ETF worth $271K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Studio Investment Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Studio Investment Management's portfolio in Q2 2026, its #173 holding.
  • Studio Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.