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Wellington-Altus USA’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wellington-Altus USA’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 		$665K Sell
2,315
-37,125
-94% -$2.88M 0.47% 45
2026
Q1 		$794K Buy
39,440
+30,180
+326% +$2.24M 0.47% 45
2025
Q4 		$672K Buy
+9,260
New +$674K 0.5% 46

Other funds holding VO

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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

Wellington-Altus USA's VO Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 94% in Q2 2026, selling an estimated $2.88M and leaving 2,315 shares worth $665K. The position accounts for 0.47% of the portfolio, ranked #45.

Wellington-Altus USA first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $794K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wellington-Altus USA held 2,315 shares of Vanguard Morningstar Mid-Cap ETF worth $665K as of Q2 2026.
  • Wellington-Altus USA sold 37,125 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.88M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.47% of Wellington-Altus USA's portfolio in Q2 2026, its #45 holding.
  • Wellington-Altus USA first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Morningstar Mid-Cap ETF position peaked at $794K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.