William Mack & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

William Mack & Associates’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	$40M	Buy	496,380 +179,416	+57%	+$13.9M	14.1%	3
2026 Q1	$22.8M	Sell	316,964 -13,664	-4%	-$1.02M	13.01%	3
2025 Q4	$24M	Buy	330,628 +65,052	+24%	+$4.73M	11.29%	3
2025 Q3	$19.5M	Buy	265,576 +46,836	+21%	+$3.36M	10.49%	2
2025 Q2	$15.3M	Buy	218,740 +81,372	+59%	+$5.34M	9.72%	3
2025 Q1	$8.88M	Buy	137,368 +54,452	+66%	+$3.65M	7.6%	3
2024 Q4	$5.48M	Buy	+82,916	New	+$5.63M	5.73%	5

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

William Mack & Associates's VO Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 57% in Q2 2026, buying an estimated $13.9M and bringing the position to 496,380 shares worth $40M. The position accounts for 14.1% of the portfolio, ranked #3.

William Mack & Associates first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

William Mack & Associates held 496,380 shares of Vanguard Morningstar Mid-Cap ETF worth $40M as of Q2 2026.
William Mack & Associates bought 179,416 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.9M.
Vanguard Morningstar Mid-Cap ETF made up 14.1% of William Mack & Associates's portfolio in Q2 2026, its #3 holding.
William Mack & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.