Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vanguard Personalized Indexing 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 		$2.8M Buy
34,732
+140
+0.4% +$10.9K 0.02% 528
2026
Q1 		$2.48M Sell
34,592
-1,516
-4% -$113K 0.02% 533
2025
Q4 		$2.62M Hold
36,108
– – 0.03% 507
2025
Q3 		$2.65M Buy
36,108
+192
+0.5% +$13.8K 0.03% 491
2025
Q2 		$2.51M Sell
35,916
-420
-1% -$27.6K 0.03% 484
2025
Q1 		$2.35M Buy
36,336
+5,636
+18% +$378K 0.03% 439
2024
Q4 		$2.03M Sell
30,700
-4,112
-12% -$279K 0.03% 473
2024
Q3 		$2.3M Hold
34,812
– – 0.04% 428
2024
Q2 		$2.11M Buy
34,812
+8,384
+32% +$509K 0.04% 391
2024
Q1 		$1.65M Buy
26,428
+9,184
+53% +$543K 0.04% 449
2023
Q4 		$1M Buy
17,244
+1,452
+9% +$77.6K 0.03% 646
2023
Q3 		$822K Hold
15,792
– – 0.02% 664
2023
Q2 		$869K Sell
15,792
-60
-0.4% -$3.15K 0.03% 630
2023
Q1 		$836K Buy
15,852
+60
+0.4% +$3.19K 0.03% 622
2022
Q4 		$805K Sell
15,792
-716
-4% -$36.5K 0.03% 598
2022
Q3 		$776K Buy
16,508
+712
+5% +$37.2K 0.04% 591
2022
Q2 		$778K Sell
15,796
-8
-0.1% -$432 0.04% 587
2022
Q1 		$940K Sell
15,804
-1,288
-8% -$75.6K 0.05% 476
2021
Q4 		$1.09M Buy
17,092
+1,288
+8% +$80.7K 0.06% 345
2021
Q3 		$935K Buy
15,804
+12
+0.1% +$725 0.08% 245
2021
Q2 		$937K Hold
15,792
– – 0.1% 220
2021
Q1 		$874K Hold
15,792
– – 0.13% 169
2020
Q4 		$816K Buy
+15,792
New +$765K 0.18% 125

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

Vanguard Personalized Indexing Management's VO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 34,732 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #528.

Vanguard Personalized Indexing Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 34,732 shares of Vanguard Morningstar Mid-Cap ETF worth $2.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 140 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #528 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.