Winthrop Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Winthrop Advisory Group’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	$1.92M	Buy	23,812 +1,964	+9%	+$152K	0.13%	64
2026 Q1	$1.57M	Sell	21,848 -440	-2%	-$32.7K	0.13%	59
2025 Q4	$1.62M	Buy	22,288 +2,976	+15%	+$216K	0.14%	60
2025 Q3	$1.42M	Buy	19,312 +20	+0.1%	+$1.44K	0.12%	60
2025 Q2	$1.35M	Buy	+19,292	New	+$1.27M	0.13%	59

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

Winthrop Advisory Group's VO Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9% in Q2 2026, buying an estimated $152K and bringing the position to 23,812 shares worth $1.92M. The position accounts for 0.13% of the portfolio, ranked #64.

Winthrop Advisory Group first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Winthrop Advisory Group held 23,812 shares of Vanguard Morningstar Mid-Cap ETF worth $1.92M as of Q2 2026.
Winthrop Advisory Group bought 1,964 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Winthrop Advisory Group's portfolio in Q2 2026, its #64 holding.
Winthrop Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.