Vestmark Advisory Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vestmark Advisory Solutions’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	$47.3M	Buy	587,604 +80,004	+16%	+$6.2M	0.44%	43
2026 Q1	$36.4M	Buy	507,600 +126,524	+33%	+$9.4M	0.4%	49
2025 Q4	$27.6M	Buy	381,076 +225,356	+145%	+$16.4M	0.37%	49
2025 Q3	$11.4M	Buy	+155,720	New	+$11.2M	0.22%	100
2025 Q2	–	Sell	-5,664	Closed	-$366K	–	816
2025 Q1	$366K	Buy	+5,664	New	+$380K	0.01%	561
2023 Q3	–	Sell	-4,596	Closed	-$253K	–	859
2023 Q2	$253K	Buy	4,596 +784	+21%	+$41.1K	0.01%	763
2023 Q1	$201K	Sell	3,812 -796	-17%	-$42.3K	0.01%	827
2022 Q4	$235K	Buy	+4,608	New	+$235K	0.01%	748
2022 Q2	–	Sell	-5,004	Closed	-$298K	–	921
2022 Q1	$298K	Sell	5,004 -476	-9%	-$27.9K	0.02%	718
2021 Q4	$349K	Buy	5,480 +564	+11%	+$35.4K	0.02%	656
2021 Q3	$291K	Sell	4,916 -4	-0.1%	-$242	0.02%	677
2021 Q2	$292K	Buy	4,920 +1,136	+30%	+$65.8K	0.02%	637
2021 Q1	$209K	Sell	3,784 -168	-4%	-$9.12K	0.02%	704
2020 Q4	$204K	Buy	+3,952	New	+$191K	0.02%	578
2020 Q3	–	Sell	-4,992	Closed	-$205K	–	581
2020 Q2	$205K	Buy	+4,992	New	+$191K	0.03%	514
2019 Q4	–	Sell	-5,176	Closed	-$217K	–	514
2019 Q3	$217K	Buy	+5,176	New	+$216K	0.04%	511

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

Vestmark Advisory Solutions's VO Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $6.2M and bringing the position to 587,604 shares worth $47.3M. The position accounts for 0.44% of the portfolio, ranked #43.

Vestmark Advisory Solutions first reported a position in VO in Q3 2019 and has held it in 16 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vestmark Advisory Solutions held 587,604 shares of Vanguard Morningstar Mid-Cap ETF worth $47.3M as of Q2 2026.
Vestmark Advisory Solutions bought 80,004 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.2M.
Vanguard Morningstar Mid-Cap ETF made up 0.44% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #43 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 16 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.