Willis Investment Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Willis Investment Counsel’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	$827K	Hold	10,268	–	–	0.04%	100
2026 Q1	$737K	Hold	10,268	–	–	0.04%	97
2025 Q4	$745K	Hold	10,268	–	–	0.04%	108
2025 Q3	$754K	Hold	10,268	–	–	0.04%	100
2025 Q2	$718K	Hold	10,268	–	–	0.04%	100
2025 Q1	$664K	Hold	10,268	–	–	0.04%	96
2024 Q4	$678K	Buy	10,268 +1,164	+13%	+$79K	0.04%	94
2024 Q3	$600K	Hold	9,104	–	–	0.04%	92
2024 Q2	$551K	Hold	9,104	–	–	0.04%	91
2024 Q1	$569K	Hold	9,104	–	–	0.04%	92
2023 Q4	$529K	Hold	9,104	–	–	0.04%	94
2023 Q3	$474K	Hold	9,104	–	–	0.04%	93
2023 Q2	$501K	Hold	9,104	–	–	0.03%	97
2023 Q1	$480K	Hold	9,104	–	–	0.03%	95
2022 Q4	$464K	Hold	9,104	–	–	0.03%	99
2022 Q3	$428K	Hold	9,104	–	–	0.03%	99
2022 Q2	$448K	Buy	+9,104	New	+$492K	0.03%	105

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

Willis Investment Counsel's VO Position: Q2 2026 in Review

Willis Investment Counsel held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 10,268 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #100.

Willis Investment Counsel first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Willis Investment Counsel held 10,268 shares of Vanguard Morningstar Mid-Cap ETF worth $827K as of Q2 2026.
Willis Investment Counsel left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Willis Investment Counsel's portfolio in Q2 2026, its #100 holding.
Willis Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.