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

Vaughan Nelson 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	$25.8K	Hold	320	–	–	﹤0.01%	206
2026 Q1	$23K	Hold	320	–	–	﹤0.01%	206
2025 Q4	$23.2K	Hold	320	–	–	﹤0.01%	207
2025 Q3	$23.5K	Hold	320	–	–	﹤0.01%	197
2025 Q2	$22.4K	Hold	320	–	–	﹤0.01%	194
2025 Q1	$21K	Hold	320	–	–	﹤0.01%	206
2024 Q4	$21K	Hold	320	–	–	﹤0.01%	204
2024 Q3	$21K	Hold	320	–	–	﹤0.01%	204
2024 Q2	$19K	Hold	320	–	–	﹤0.01%	200
2024 Q1	$20K	Sell	320 -1,100	-77%	-$65K	﹤0.01%	200
2023 Q4	$83K	Hold	1,420	–	–	﹤0.01%	208
2023 Q3	$74K	Hold	1,420	–	–	﹤0.01%	221
2023 Q2	$78K	Hold	1,420	–	–	﹤0.01%	221
2023 Q1	$75K	Hold	1,420	–	–	﹤0.01%	206
2022 Q4	$72K	Hold	1,420	–	–	﹤0.01%	210
2022 Q3	$67K	Hold	1,420	–	–	﹤0.01%	193
2022 Q2	$70K	Hold	1,420	–	–	﹤0.01%	200
2022 Q1	$84K	Hold	1,420	–	–	﹤0.01%	197
2021 Q4	$90K	Hold	1,420	–	–	﹤0.01%	193
2021 Q3	$84K	Hold	1,420	–	–	﹤0.01%	221
2021 Q2	$84K	Buy	+1,420	New	+$82.3K	﹤0.01%	188

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

Vaughan Nelson Investment Management's VO Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 320 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Vaughan Nelson Investment Management first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $90K in Q4 2021. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vaughan Nelson Investment Management held 320 shares of Vanguard Morningstar Mid-Cap ETF worth $25.8K as of Q2 2026.
Vaughan Nelson 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 Vaughan Nelson Investment Management's portfolio in Q2 2026, its #206 holding.
Vaughan Nelson Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Vaughan Nelson Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $90K in Q4 2021.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.