UBS Group
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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
2021
Q1 		– Sell
-400
Closed -$21K – 9519
2020
Q4 		$21K Hold
400
– – ﹤0.01% 6921
2020
Q3 		$18K Buy
+400
New +$17.4K ﹤0.01% 6404
2018
Q1 		– Sell
-400
Closed -$15K – 8191
2017
Q4 		$15K Hold
400
– – ﹤0.01% 6770
2017
Q3 		$15K Buy
+400
New +$14.4K ﹤0.01% 6658

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's VO Position: Q1 2026 in Review

UBS Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 141% in Q1 2026, buying an estimated $2.33B and bringing the position to 53,596,264 shares worth $3.85B. The position accounts for 0.58% of the portfolio, ranked #14.

UBS Group first reported a position in VO in Q4 2014 and has held it in 46 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • UBS Group held 53,596,264 shares of Vanguard Morningstar Mid-Cap ETF worth $3.85B as of Q1 2026.
  • UBS Group bought 31,322,628 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $2.33B.
  • Vanguard Morningstar Mid-Cap ETF made up 0.58% of UBS Group's portfolio in Q1 2026, its #14 holding.
  • UBS Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.