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SVB Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SVB Wealth’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 		$648K Sell
8,037
-399
-5% -$30.9K 0.04% 243
2026
Q1 		$606K Sell
8,436
-132
-2% -$9.81K 0.04% 250
2025
Q4 		$622K Sell
8,568
-4,292
-33% -$312K 0.04% 257
2025
Q3 		$944K Sell
12,860
-4,660
-27% -$335K 0.05% 233
2025
Q2 		$1.23M Buy
+17,520
New +$1.15M 0.07% 214
2025
Q1 		– Sell
-72,528
Closed -$4.79M – 1796
2024
Q4 		$4.79M Buy
+72,528
New +$4.92M 0.09% 145
2024
Q3 		– Sell
-81,924
Closed -$4.96M – 597
2024
Q2 		$4.96M Buy
81,924
+1,940
+2% +$118K 0.12% 152
2024
Q1 		$5M Buy
79,984
+33,572
+72% +$1.98M 0.11% 166
2023
Q4 		$2.7M Sell
46,412
-49,336
-52% -$2.64M 0.07% 209
2023
Q3 		$4.98M Sell
95,748
-17,680
-16% -$970K 0.11% 153
2023
Q2 		$6.24M Sell
113,428
-34,568
-23% -$1.81M 0.11% 146
2023
Q1 		$7.8M Sell
147,996
-412
-0.3% -$21.9K 0.11% 141
2022
Q4 		$7.56M Buy
148,408
+54,920
+59% +$2.8M 0.1% 137
2022
Q3 		$4.39M Buy
93,488
+25,164
+37% +$1.32M 0.06% 176
2022
Q2 		$3.36M Sell
68,324
-29,740
-30% -$1.61M 0.05% 175
2022
Q1 		$5.83M Buy
98,064
+1,312
+1% +$77K 0.08% 142
2021
Q4 		$6.16M Sell
96,752
-100,976
-51% -$6.33M 0.1% 135
2021
Q3 		$11.7M Buy
197,728
+69,404
+54% +$4.19M 0.15% 109
2021
Q2 		$7.61M Buy
128,324
+11,344
+10% +$657K 0.1% 139
2021
Q1 		$6.47M Buy
116,980
+2,540
+2% +$138K 0.09% 145
2020
Q4 		$5.92M Buy
114,440
+8,532
+8% +$413K 0.09% 149
2020
Q3 		$4.67M Buy
105,908
+34,404
+48% +$1.5M 0.08% 150
2020
Q2 		$2.93M Buy
71,504
+42,776
+149% +$1.64M 0.05% 174
2020
Q1 		$945K Sell
28,728
-51,936
-64% -$2.15M 0.02% 238
2019
Q4 		$3.59M Buy
80,664
+33,044
+69% +$1.42M 0.07% 157
2019
Q3 		$2M Buy
47,620
+28,728
+152% +$1.2M 0.04% 206
2019
Q2 		$789K Buy
+18,892
New +$773K 0.03% 315

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

SVB Wealth's VO Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.7% in Q2 2026, selling an estimated $30.9K and leaving 8,037 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #243.

SVB Wealth first reported a position in VO in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.7M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • SVB Wealth held 8,037 shares of Vanguard Morningstar Mid-Cap ETF worth $648K as of Q2 2026.
  • SVB Wealth sold 399 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #243 holding.
  • SVB Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $11.7M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.