Vise Technologies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vise Technologies’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	$13.6M	Buy	169,118 +100,818	+148%	+$7.82M	0.15%	125
2026 Q1	$4.96M	Hold	68,300	–	–	0.1%	169
2025 Q4	$4.96M	Buy	68,300 +11,712	+21%	+$852K	0.1%	170
2025 Q3	$4.16M	Buy	56,588 +4,288	+8%	+$308K	0.15%	136
2025 Q2	$3.66M	Buy	+52,300	New	+$3.43M	0.15%	147
2024 Q4	$236K	Buy	+3,580	New	+$243K	0.02%	706
2022 Q1	–	Sell	-5,048	Closed	-$321K	–	265
2021 Q4	$321K	Buy	+5,048	New	+$316K	0.09%	106

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 22.9% 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

Vise Technologies's VO Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 148% in Q2 2026, buying an estimated $7.82M and bringing the position to 169,118 shares worth $13.6M. The position accounts for 0.15% of the portfolio, ranked #125.

Vise Technologies first reported a position in VO in Q4 2021 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vise Technologies held 169,118 shares of Vanguard Morningstar Mid-Cap ETF worth $13.6M as of Q2 2026.
Vise Technologies bought 100,818 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.82M.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Vise Technologies's portfolio in Q2 2026, its #125 holding.
Vise Technologies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.