Vista Investment Partners II’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vista Investment Partners II’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	$1.16M	Buy	14,443 +27	+0.2%	+$2.09K	0.46%	64
2026 Q1	$1.03M	Buy	14,416 +2,860	+25%	+$212K	0.46%	61
2025 Q4	$838K	Buy	11,556 +2,572	+29%	+$187K	0.36%	71
2025 Q3	$660K	Sell	8,984 -240	-3%	-$17.2K	0.31%	71
2025 Q2	$645K	Sell	9,224 -436	-5%	-$28.6K	0.31%	69
2025 Q1	$625K	Buy	9,660 +2,616	+37%	+$176K	0.35%	67
2024 Q4	$465K	Buy	+7,044	New	+$478K	0.27%	80

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Vista Investment Partners II's VO Position: Q2 2026 in Review

Vista Investment Partners II increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, buying an estimated $2.09K and bringing the position to 14,443 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #64.

Vista Investment Partners II first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,287 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vista Investment Partners II held 14,443 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16M as of Q2 2026.
Vista Investment Partners II bought 27 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.09K.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of Vista Investment Partners II's portfolio in Q2 2026, its #64 holding.
Vista Investment Partners II first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,287 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.