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

Summit Global Investments’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	$274K	Buy	3,399 +27	+0.8%	+$2.09K	0.02%	471
2026 Q1	$242K	Buy	3,372 +116	+4%	+$8.62K	0.01%	457
2025 Q4	$236K	Buy	3,256 +12	+0.4%	+$873	0.01%	443
2025 Q3	$238K	Buy	3,244 +4	+0.1%	+$287	0.01%	429
2025 Q2	$227K	Buy	+3,240	New	+$213K	0.01%	428
2024 Q3	–	Sell	-3,668	Closed	-$222K	–	593
2024 Q2	$222K	Buy	+3,668	New	+$223K	0.02%	465

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 Global Investments's VO Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.8% in Q2 2026, buying an estimated $2.09K and bringing the position to 3,399 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #471.

Summit Global Investments first reported a position in VO in Q2 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Summit Global Investments held 3,399 shares of Vanguard Morningstar Mid-Cap ETF worth $274K as of Q2 2026.
Summit Global Investments bought 27 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.09K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #471 holding.
Summit Global Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.