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

UBS Group’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	$4.47B	Buy	55,523,351 +1,927,087	+4%	+$149M	0.57%	22
2026 Q1	$3.85B	Buy	53,596,264 +31,322,628	+141%	+$2.33B	0.58%	14
2025 Q4	$1.62B	Buy	22,273,636 +128,832	+0.6%	+$9.37M	0.26%	55
2025 Q3	$1.63B	Sell	22,144,804 -558,328	-2%	-$40.1M	0.25%	55
2025 Q2	$1.59B	Buy	22,703,132 +207,000	+0.9%	+$13.6M	0.28%	52
2025 Q1	$1.45B	Buy	22,496,132 +245,512	+1%	+$16.5M	0.27%	55
2024 Q4	$1.47B	Buy	22,250,620 +270,452	+1%	+$18.4M	0.27%	50
2024 Q3	$1.45B	Buy	21,980,168 +114,796	+0.5%	+$7.21M	0.32%	52
2024 Q2	$1.32B	Sell	21,865,372 -1,279,604	-6%	-$77.8M	0.33%	47
2024 Q1	$1.45B	Sell	23,144,976 -303,924	-1%	-$18M	0.36%	40
2023 Q4	$1.36B	Sell	23,448,900 -125,560	-0.5%	-$6.71M	0.41%	36
2023 Q3	$1.23B	Buy	23,574,460 +425,412	+2%	+$23.3M	0.42%	39
2023 Q2	$1.27B	Sell	23,149,048 -407,564	-2%	-$21.4M	0.43%	37
2023 Q1	$1.24B	Sell	23,556,612 -238,952	-1%	-$12.7M	0.45%	32
2022 Q4	$1.21B	Sell	23,795,564 -703,416	-3%	-$35.8M	0.45%	30
2022 Q3	$1.15B	Sell	24,498,980 -215,736	-0.9%	-$11.3M	0.5%	26
2022 Q2	$1.22B	Sell	24,714,716 -666,612	-3%	-$36M	0.5%	24
2022 Q1	$1.51B	Buy	25,381,328 +275,928	+1%	+$16.2M	0.5%	27
2021 Q4	$1.6B	Buy	25,105,400 +364,664	+1%	+$22.9M	0.46%	32
2021 Q3	$1.46B	Sell	24,740,736 -73,624	-0.3%	-$4.45M	0.46%	31
2021 Q2	$1.47B	Buy	24,814,360 +378,936	+2%	+$22M	0.47%	30
2021 Q1	$1.35B	Buy	24,435,424 +998,276	+4%	+$54.2M	0.45%	32
2020 Q4	$1.21B	Sell	23,437,148 -26,419,784	-53%	-$1.28B	0.41%	42
2020 Q3	$2.2B	Buy	49,856,932 +853,876	+2%	+$37.2M	0.83%	12
2020 Q2	$2.01B	Buy	49,003,056 +13,348,656	+37%	+$511M	0.85%	11
2020 Q1	$1.17B	Buy	35,654,400 +703,008	+2%	+$29.1M	0.55%	30
2019 Q4	$1.56B	Buy	34,951,392 +1,021,788	+3%	+$43.9M	0.54%	27
2019 Q3	$1.42B	Sell	33,929,604 -309,484	-0.9%	-$12.9M	0.55%	29
2019 Q2	$1.43B	Buy	34,239,088 +450,084	+1%	+$18.4M	0.55%	33
2019 Q1	$1.36B	Buy	33,789,004 +494,400	+1%	+$19M	0.56%	30
2018 Q4	$1.15B	Buy	33,294,604 +969,604	+3%	+$36.4M	0.52%	30
2018 Q3	$1.33B	Buy	32,325,000 +578,952	+2%	+$23.6M	0.53%	28
2018 Q2	$1.25B	Buy	31,746,048 +1,326,480	+4%	+$52.1M	0.54%	26
2018 Q1	$1.17B	Buy	30,419,568 +1,835,084	+6%	+$72.3M	0.51%	28
2017 Q4	$1.11B	Buy	28,584,484 +1,676,104	+6%	+$63.3M	0.45%	29
2017 Q3	$989M	Buy	26,908,380 +4,206,512	+19%	+$152M	0.46%	28
2017 Q2	$809M	Buy	22,701,868 +1,203,960	+6%	+$42.5M	0.42%	41
2017 Q1	$748M	Buy	21,497,908 +610,184	+3%	+$21M	0.41%	43
2016 Q4	$687M	Buy	20,887,724 +1,655,696	+9%	+$53.6M	0.38%	43
2016 Q3	$622M	Buy	19,232,028 +1,637,564	+9%	+$52.5M	0.37%	47
2016 Q2	$544M	Buy	17,594,464 +1,858,652	+12%	+$56.8M	0.34%	47
2016 Q1	$477M	Buy	15,735,812 +1,272,136	+9%	+$36M	0.32%	55
2015 Q4	$434M	Buy	14,463,676 +1,941,172	+16%	+$59.2M	0.28%	65
2015 Q3	$365M	Buy	12,522,504 +935,040	+8%	+$29.1M	0.26%	72
2015 Q2	$369M	Buy	11,587,464 +866,216	+8%	+$28.1M	0.25%	82
2015 Q1	$356M	Buy	10,721,248 +1,792,580	+20%	+$56.4M	0.25%	89
2014 Q4	$276M	Buy	+8,928,668	New	+$269M	0.19%	122

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

UBS Group's VO Position: Q2 2026 in Review

UBS Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, buying an estimated $149M and bringing the position to 55,523,351 shares worth $4.47B. The position accounts for 0.57% of the portfolio, ranked #22.

UBS Group first reported a position in VO in Q4 2014 and has held it in 47 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

UBS Group held 55,523,351 shares of Vanguard Morningstar Mid-Cap ETF worth $4.47B as of Q2 2026.
UBS Group bought 1,927,087 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $149M.
Vanguard Morningstar Mid-Cap ETF made up 0.57% of UBS Group's portfolio in Q2 2026, its #22 holding.
UBS Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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