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

Summit 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	$312K	Buy	3,867 +19	+0.5%	+$1.47K	0.04%	153
2026 Q1	$276K	Hold	3,848	–	–	0.04%	152
2025 Q4	$279K	Hold	3,848	–	–	0.04%	145
2025 Q3	$283K	Hold	3,848	–	–	0.04%	141
2025 Q2	$269K	Sell	3,848 -160	-4%	-$10.5K	0.04%	141
2025 Q1	$259K	Hold	4,008	–	–	0.04%	138
2024 Q4	$265K	Hold	4,008	–	–	0.05%	140
2024 Q3	$264K	Hold	4,008	–	–	0.05%	140
2024 Q2	$243K	Hold	4,008	–	–	0.05%	139
2024 Q1	$250K	Sell	4,008 -1,100	-22%	-$65K	0.05%	139
2023 Q4	$297K	Hold	5,108	–	–	0.07%	124
2023 Q3	$266K	Sell	5,108 -100	-2%	-$5.48K	0.07%	130
2023 Q2	$287K	Buy	5,208 +340	+7%	+$17.8K	0.08%	123
2023 Q1	$257K	Sell	4,868 -96	-2%	-$5.11K	0.07%	131
2022 Q4	$253K	Sell	4,964 -104	-2%	-$5.3K	0.07%	132
2022 Q3	$238K	Sell	5,068 -252	-5%	-$13.2K	0.08%	130
2022 Q2	$262K	Sell	5,320 -2,000	-27%	-$108K	0.08%	131
2022 Q1	$435K	Hold	7,320	–	–	0.12%	98
2021 Q4	$466K	Hold	7,320	–	–	0.13%	95
2021 Q3	$433K	Buy	7,320 +180	+3%	+$10.9K	0.14%	92
2021 Q2	$424K	Hold	7,140	–	–	0.13%	91
2021 Q1	$395K	Hold	7,140	–	–	0.13%	94
2020 Q4	$369K	Hold	7,140	–	–	0.13%	94
2020 Q3	$315K	Sell	7,140 -240	-3%	-$10.5K	0.13%	92
2020 Q2	$302K	Sell	7,380 -1,000	-12%	-$38.3K	0.14%	88
2020 Q1	$276K	Hold	8,380	–	–	0.15%	83
2019 Q4	$373K	Hold	8,380	–	–	0.16%	75
2019 Q3	$351K	Hold	8,380	–	–	0.16%	71
2019 Q2	$350K	Sell	8,380 -260	-3%	-$10.6K	0.17%	70
2019 Q1	$347K	Hold	8,640	–	–	0.17%	70
2018 Q4	$298K	Hold	8,640	–	–	0.17%	72
2018 Q3	$355K	Hold	8,640	–	–	0.16%	73
2018 Q2	$341K	Hold	8,640	–	–	0.16%	75
2018 Q1	$333K	Hold	8,640	–	–	0.16%	75
2017 Q4	$334K	Hold	8,640	–	–	0.16%	78
2017 Q3	$318K	Hold	8,640	–	–	0.16%	77
2017 Q2	$308K	Hold	8,640	–	–	0.16%	78
2017 Q1	$301K	Buy	8,640 +252	+3%	+$8.66K	0.17%	77
2016 Q4	$276K	Hold	8,388	–	–	0.17%	81
2016 Q3	$271K	Hold	8,388	–	–	0.17%	79
2016 Q2	$259K	Hold	8,388	–	–	0.16%	80
2016 Q1	$254K	Hold	8,388	–	–	0.17%	79
2015 Q4	$252K	Sell	8,388 -1,332	-14%	-$40.6K	0.17%	75
2015 Q3	$284K	Buy	9,720 +1,732	+22%	+$54K	0.2%	71
2015 Q2	$254K	Hold	7,988	–	–	0.17%	84
2015 Q1	$265K	Hold	7,988	–	–	0.18%	79
2014 Q4	$247K	Hold	7,988	–	–	0.18%	77
2014 Q3	$234K	Hold	7,988	–	–	0.18%	74
2014 Q2	$237K	Hold	7,988	–	–	0.18%	74
2014 Q1	$227K	Hold	7,988	–	–	0.18%	74
2013 Q4	$220K	Hold	7,988	–	–	0.17%	79
2013 Q3	$205K	Buy	+7,988	New	+$200K	0.18%	77

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

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

Summit Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q2 2026, buying an estimated $1.47K and bringing the position to 3,867 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #153.

Summit Asset Management first reported a position in VO in Q3 2013 and has held it in 52 quarters since. The position peaked at $466K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Summit Asset Management held 3,867 shares of Vanguard Morningstar Mid-Cap ETF worth $312K as of Q2 2026.
Summit Asset Management bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #153 holding.
Summit Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2013 and has held it in 52 quarters since.
Summit Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $466K in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.