Weil Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weil Company’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	$6.59M	Buy	81,846 +7,114	+10%	+$552K	1.16%	24
2026 Q1	$5.37M	Buy	74,732 +6,128	+9%	+$455K	1.2%	23
2025 Q4	$4.98M	Buy	68,604 +8,344	+14%	+$607K	1.14%	26
2025 Q3	$4.43M	Buy	60,260 +2,496	+4%	+$179K	1.06%	26
2025 Q2	$4.04M	Buy	57,764 +9,672	+20%	+$635K	1.07%	26
2025 Q1	$3.11M	Buy	48,092 +20,668	+75%	+$1.39M	0.93%	32
2024 Q4	$1.81M	Buy	27,424 +7,052	+35%	+$479K	0.63%	37
2024 Q3	$1.34M	Buy	20,372 +5,472	+37%	+$344K	0.44%	53
2024 Q2	$902K	Buy	+14,900	New	+$905K	0.33%	65

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

Weil Company's VO Position: Q2 2026 in Review

Weil Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.5% in Q2 2026, buying an estimated $552K and bringing the position to 81,846 shares worth $6.59M. The position accounts for 1.16% of the portfolio, ranked #24.

Weil Company first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Weil Company held 81,846 shares of Vanguard Morningstar Mid-Cap ETF worth $6.59M as of Q2 2026.
Weil Company bought 7,114 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $552K.
Vanguard Morningstar Mid-Cap ETF made up 1.16% of Weil Company's portfolio in Q2 2026, its #24 holding.
Weil Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.