Thompson Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Thompson Investment Management’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	$14.5K	Hold	180	–	–	﹤0.01%	406
2026 Q1	$12.9K	Hold	180	–	–	﹤0.01%	395
2025 Q4	$13.1K	Hold	180	–	–	﹤0.01%	403
2025 Q3	$13.2K	Hold	180	–	–	﹤0.01%	402
2025 Q2	$12.6K	Hold	180	–	–	﹤0.01%	396
2025 Q1	$11.6K	Hold	180	–	–	﹤0.01%	385
2024 Q4	$11.9K	Hold	180	–	–	﹤0.01%	394
2024 Q3	$11.9K	Buy	+180	New	+$11.3K	﹤0.01%	377

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

Thompson Investment Management's VO Position: Q2 2026 in Review

Thompson Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 180 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Thompson Investment Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Thompson Investment Management held 180 shares of Vanguard Morningstar Mid-Cap ETF worth $14.5K as of Q2 2026.
Thompson Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #406 holding.
Thompson Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.