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

Warwick 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 		$1.1M Buy
13,607
+643
+5% +$49.8K 0.12% 64
2026
Q1 		$931K Buy
12,964
+808
+7% +$60K 0.13% 62
2025
Q4 		$882K Hold
12,156
– – 0.14% 63
2025
Q3 		$893K Buy
12,156
+952
+8% +$68.4K 0.15% 59
2025
Q2 		$784K Buy
11,204
+108
+1% +$7.09K 0.15% 57
2025
Q1 		$717K Buy
11,096
+752
+7% +$50.5K 0.15% 55
2024
Q4 		$683K Sell
10,344
-4
-0% -$272 0.14% 55
2024
Q3 		$683K Sell
10,348
-56
-0.5% -$3.52K 0.16% 43
2024
Q2 		$630K Buy
10,404
+700
+7% +$42.5K 0.15% 52
2024
Q1 		$606K Sell
9,704
-268
-3% -$15.8K 0.15% 51
2023
Q4 		$580K Sell
9,972
-1,692
-15% -$90.4K 0.17% 44
2023
Q3 		$607K Buy
11,664
+252
+2% +$13.8K 0.23% 40
2023
Q2 		$628K Sell
11,412
-836
-7% -$43.8K 0.25% 37
2023
Q1 		$646K Buy
12,248
+1,808
+17% +$96.2K 0.27% 34
2022
Q4 		$532K Buy
+10,440
New +$532K 0.22% 60
2022
Q2 		– Sell
-3,656
Closed -$217K – 59
2022
Q1 		$217K Buy
+3,656
New +$214K 0.09% 53

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

Warwick Investment Management's VO Position: Q2 2026 in Review

Warwick Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q2 2026, buying an estimated $49.8K and bringing the position to 13,607 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #64.

Warwick Investment Management first reported a position in VO in Q1 2022 and has held it in 16 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Warwick Investment Management held 13,607 shares of Vanguard Morningstar Mid-Cap ETF worth $1.1M as of Q2 2026.
  • Warwick Investment Management bought 643 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $49.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Warwick Investment Management's portfolio in Q2 2026, its #64 holding.
  • Warwick Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.