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Team Hewins’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Team Hewins’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 		$283K Hold
3,512
– – 0.08% 36
2026
Q1 		$252K Sell
3,512
-76
-2% -$5.65K 0.07% 37
2025
Q4 		$260K Hold
3,588
– – 0.08% 34
2025
Q3 		$264K Hold
3,588
– – 0.09% 33
2025
Q2 		$252K Hold
3,588
– – 0.09% 29
2025
Q1 		$232K Hold
3,588
– – 0.09% 30
2024
Q4 		$237K Hold
3,588
– – 0.09% 35
2024
Q3 		$237K Hold
3,588
– – 0.09% 35
2024
Q2 		$218K Buy
+3,588
New +$218K 0.09% 32

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Team Hewins's VO Position: Q2 2026 in Review

Team Hewins held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,512 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #36.

Team Hewins first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Team Hewins held 3,512 shares of Vanguard Morningstar Mid-Cap ETF worth $283K as of Q2 2026.
  • Team Hewins left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Team Hewins's portfolio in Q2 2026, its #36 holding.
  • Team Hewins first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.