Westmount Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Westmount Partners’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	$1.39M	Buy	17,215 +9,971	+138%	+$773K	0.3%	74
2026 Q1	$520K	Buy	7,244 +20	+0.3%	+$1.49K	0.13%	143
2025 Q4	$524K	Buy	7,224 +24	+0.3%	+$1.75K	0.13%	130
2025 Q3	$528K	Sell	7,200 -140	-2%	-$10.1K	0.14%	127
2025 Q2	$513K	Hold	7,340	–	–	0.14%	125
2025 Q1	$475K	Buy	7,340 +32	+0.4%	+$2.15K	0.14%	132
2024 Q4	$483K	Sell	7,308 -56	-0.8%	-$3.8K	0.15%	121
2024 Q3	$486K	Sell	7,364 -88	-1%	-$5.53K	0.15%	118
2024 Q2	$448K	Sell	7,452 -1,564	-17%	-$95K	0.15%	120
2024 Q1	$563K	Buy	9,016 +28	+0.3%	+$1.66K	0.2%	102
2023 Q4	$523K	Sell	8,988 -1,544	-15%	-$82.5K	0.21%	100
2023 Q3	$548K	Buy	10,532 +44	+0.4%	+$2.41K	0.24%	96
2023 Q2	$577K	Buy	10,488 +68	+0.7%	+$3.56K	0.25%	85
2023 Q1	$549K	Buy	10,420 +52	+0.5%	+$2.77K	0.25%	88
2022 Q4	$528K	Buy	+10,368	New	+$528K	0.27%	88

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

Westmount Partners's VO Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 138% in Q2 2026, buying an estimated $773K and bringing the position to 17,215 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #74.

Westmount Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Westmount Partners held 17,215 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
Westmount Partners bought 9,971 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $773K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Westmount Partners's portfolio in Q2 2026, its #74 holding.
Westmount Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.