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Summitry LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Summitry LLC’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 		$250K Hold
3,100
– – 0.01% 287
2026
Q1 		$223K Buy
+3,100
New +$230K 0.01% 263
2024
Q2 		– Sell
-4,340
Closed -$271K – 125
2024
Q1 		$271K Buy
+4,340
New +$256K 0.01% 90

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

Summitry LLC's VO Position: Q2 2026 in Review

Summitry LLC held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,100 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #287.

Summitry LLC first reported a position in VO in Q1 2024 and has held it in 3 quarters since. The position peaked at $271K in Q1 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summitry LLC held 3,100 shares of Vanguard Morningstar Mid-Cap ETF worth $250K as of Q2 2026.
  • Summitry LLC left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #287 holding.
  • Summitry LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • Summitry LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $271K in Q1 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.