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

Summit Trail Advisors’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 		$11M Buy
136,774
+7,682
+6% +$596K 0.14% 86
2026
Q1 		$9.27M Buy
129,092
+121,892
+1,693% +$9.06M 0.13% 90
2025
Q4 		$523K Buy
7,200
+488
+7% +$35.5K 0.01% 1062
2025
Q3 		$495K Buy
6,712
+348
+5% +$25K 0.01% 1085
2025
Q2 		$447K Buy
+6,364
New +$418K 0.01% 773
2024
Q4 		– Sell
-16,264
Closed -$1.07M – 763
2024
Q3 		$1.07M Sell
16,264
-1,672
-9% -$105K 0.03% 249
2024
Q2 		$1.09M Sell
17,936
-18,236
-50% -$1.11M 0.03% 233
2024
Q1 		$2.26M Buy
36,172
+3,428
+10% +$203K 0.06% 121
2023
Q4 		$1.9M Sell
32,744
-1,652
-5% -$88.3K 0.06% 105
2023
Q3 		$1.79M Sell
34,396
-228
-0.7% -$12.5K 0.07% 102
2023
Q2 		$1.91M Sell
34,624
-49,700
-59% -$2.61M 0.07% 102
2023
Q1 		$4.45M Buy
84,324
+39,968
+90% +$2.13M 0.18% 55
2022
Q4 		$2.26M Sell
44,356
-11,172
-20% -$569K 0.1% 70
2022
Q3 		$2.61M Buy
+55,528
New +$2.9M 0.14% 59
2022
Q2 		– Sell
-5,224
Closed -$311K – 417
2022
Q1 		$311K Buy
5,224
+424
+9% +$24.9K 0.03% 239
2021
Q4 		$306K Buy
4,800
+700
+17% +$43.9K 0.02% 229
2021
Q3 		$243K Sell
4,100
-2,200
-35% -$133K 0.02% 227
2021
Q2 		$374K Sell
6,300
-600
-9% -$34.8K 0.03% 156
2021
Q1 		$382K Hold
6,900
– – 0.04% 138
2020
Q4 		$357K Hold
6,900
– – 0.05% 132
2020
Q3 		$329K Sell
6,900
-2,400
-26% -$105K 0.06% 144
2020
Q2 		$381K Sell
9,300
-11,660
-56% -$447K 0.07% 114
2020
Q1 		$690K Buy
+20,960
New +$868K 0.19% 61

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 Trail Advisors's VO Position: Q2 2026 in Review

Summit Trail Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6% in Q2 2026, buying an estimated $596K and bringing the position to 136,774 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #86.

Summit Trail Advisors first reported a position in VO in Q1 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Trail Advisors held 136,774 shares of Vanguard Morningstar Mid-Cap ETF worth $11M as of Q2 2026.
  • Summit Trail Advisors bought 7,682 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $596K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Summit Trail Advisors's portfolio in Q2 2026, its #86 holding.
  • Summit Trail Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.