UBS AM
VO icon

UBS AM’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

UBS AM’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 		$100M Sell
1,241,259
-5,416,181
-81% -$420M 0.02% 517
2026
Q1 		$478M Buy
6,657,440
+4,656,960
+233% +$346M 0.1% 182
2025
Q4 		$145M Buy
+2,000,480
New +$146M 0.03% 422
2019
Q4 		– Sell
-89,164
Closed -$3.74M – 2848
2019
Q3 		$3.74M Buy
89,164
+7,496
+9% +$313K ﹤0.01% 1323
2019
Q2 		$3.41M Buy
81,668
+19,996
+32% +$818K ﹤0.01% 1355
2019
Q1 		$2.48M Buy
61,672
+6,580
+12% +$253K ﹤0.01% 1419
2018
Q4 		$1.9M Buy
55,092
+7,044
+15% +$264K ﹤0.01% 1449
2018
Q3 		$1.97M Buy
48,048
+1,712
+4% +$69.9K ﹤0.01% 1508
2018
Q2 		$1.83M Buy
46,336
+5,564
+14% +$218K ﹤0.01% 1545
2018
Q1 		$1.57M Buy
40,772
+8,224
+25% +$324K ﹤0.01% 1578
2017
Q4 		$1.26M Buy
32,548
+2,160
+7% +$81.5K ﹤0.01% 1640
2017
Q3 		$1.12M Buy
30,388
+2,636
+9% +$95.1K ﹤0.01% 1657
2017
Q2 		$989K Buy
27,752
+6,060
+28% +$214K ﹤0.01% 1656
2017
Q1 		$755K Sell
21,692
-1,048
-5% -$36K ﹤0.01% 1733
2016
Q4 		$748K Buy
22,740
+848
+4% +$27.5K ﹤0.01% 1673
2016
Q3 		$708K Sell
21,892
-332
-1% -$10.7K ﹤0.01% 1816
2016
Q2 		$687K Buy
22,224
+404
+2% +$12.3K ﹤0.01% 1807
2016
Q1 		$661K Sell
21,820
-952
-4% -$26.9K ﹤0.01% 1800
2015
Q4 		$684K Buy
22,772
+2,664
+13% +$81.3K ﹤0.01% 1891
2015
Q3 		$587K Sell
20,108
-84
-0.4% -$2.62K ﹤0.01% 1939
2015
Q2 		$643K Sell
20,192
-920
-4% -$29.9K ﹤0.01% 1921
2015
Q1 		$700K Sell
21,112
-284
-1% -$8.93K ﹤0.01% 1790
2014
Q4 		$661K Buy
21,396
+152
+0.7% +$4.58K ﹤0.01% 1787
2014
Q3 		$623K Sell
21,244
-1,580
-7% -$46.9K ﹤0.01% 1756
2014
Q2 		$677K Hold
22,824
– – ﹤0.01% 1741
2014
Q1 		$648K Sell
22,824
-188
-0.8% -$5.22K ﹤0.01% 1730
2013
Q4 		$633K Hold
23,012
– – ﹤0.01% 1700
2013
Q3 		$590K Sell
23,012
-5,948
-21% -$149K ﹤0.01% 1701
2013
Q2 		$689K Buy
+28,960
New +$687K ﹤0.01% 1587

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

UBS AM's VO Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 81% in Q2 2026, selling an estimated $420M and leaving 1,241,259 shares worth $100M. The position accounts for 0.02% of the portfolio, ranked #517.

UBS AM first reported a position in VO in Q2 2013 and has held it in 29 quarters since. The position peaked at $478M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • UBS AM held 1,241,259 shares of Vanguard Morningstar Mid-Cap ETF worth $100M as of Q2 2026.
  • UBS AM sold 5,416,181 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $420M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of UBS AM's portfolio in Q2 2026, its #517 holding.
  • UBS AM first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • UBS AM's Vanguard Morningstar Mid-Cap ETF position peaked at $478M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.