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

Summit Financial’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 		$47.3M Buy
586,924
+75,568
+15% +$5.86M 0.52% 28
2026
Q1 		$36.7M Buy
511,356
+57,660
+13% +$4.28M 0.47% 36
2025
Q4 		$32.9M Buy
453,696
+80,640
+22% +$5.87M 0.48% 32
2025
Q3 		$27.4M Buy
373,056
+28,980
+8% +$2.08M 0.42% 39
2025
Q2 		$24.2M Buy
344,076
+25,868
+8% +$1.7M 0.55% 31
2025
Q1 		$20.6M Buy
318,208
+68,112
+27% +$4.57M 0.58% 33
2024
Q4 		$16.5M Buy
250,096
+19,688
+9% +$1.34M 0.58% 28
2024
Q3 		$15.2M Buy
230,408
+43,244
+23% +$2.72M 0.6% 27
2024
Q2 		$11.4M Buy
187,164
+19,440
+12% +$1.18M 0.52% 30
2024
Q1 		$10.5M Buy
167,724
+10,640
+7% +$629K 0.62% 20
2023
Q4 		$9.14M Buy
157,084
+3,896
+3% +$208K 0.6% 23
2023
Q3 		$7.97M Buy
153,188
+23,136
+18% +$1.27M 0.59% 22
2023
Q2 		$7.16M Sell
130,052
-220
-0.2% -$11.5K 0.52% 23
2023
Q1 		$6.87M Sell
130,272
-2,440
-2% -$130K 0.6% 18
2022
Q4 		$6.76M Buy
132,712
+3,984
+3% +$203K 0.64% 18
2022
Q3 		$6.05M Buy
128,728
+7,916
+7% +$414K 0.57% 18
2022
Q2 		$5.95M Buy
120,812
+1,912
+2% +$103K 0.56% 19
2022
Q1 		$7.07M Buy
118,900
+5,436
+5% +$319K 0.55% 19
2021
Q4 		$7.23M Buy
113,464
+26,908
+31% +$1.69M 0.55% 21
2021
Q3 		$5.12M Buy
86,556
+20,104
+30% +$1.21M 0.44% 25
2021
Q2 		$3.94M Buy
66,452
+22,332
+51% +$1.29M 0.39% 23
2021
Q1 		$2.44M Buy
44,120
+1,024
+2% +$55.6K 0.32% 18
2020
Q4 		$2.23M Buy
+43,096
New +$2.09M 0.31% 16
2020
Q3 		– Sell
-9,856
Closed -$404K – 37
2020
Q2 		$404K Hold
9,856
– – 0.07% 29
2020
Q1 		$324K Hold
9,856
– – 0.07% 29
2019
Q4 		$439K Buy
+9,856
New +$423K 0.07% 36
2019
Q3 		– Sell
-9,856
Closed -$413K – 38
2019
Q2 		$413K Hold
9,856
– – 0.07% 37
2019
Q1 		$397K Buy
+9,856
New +$379K 0.07% 44

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 22.96% 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

Summit Financial's VO Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $5.86M and bringing the position to 586,924 shares worth $47.3M. The position accounts for 0.52% of the portfolio, ranked #28.

Summit Financial first reported a position in VO in Q1 2019 and has held it in 28 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Financial held 586,924 shares of Vanguard Morningstar Mid-Cap ETF worth $47.3M as of Q2 2026.
  • Summit Financial bought 75,568 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.86M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.52% of Summit Financial's portfolio in Q2 2026, its #28 holding.
  • Summit Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.