Winthrop Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Winthrop Capital Management’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	8,252 -500	-6%	-$38.8K	0.16%	81
2026 Q1	$628K	Hold	8,752	–	–	0.16%	85
2025 Q4	$635K	Hold	8,752	–	–	0.15%	90
2025 Q3	$643K	Hold	8,752	–	–	0.16%	84
2025 Q2	$612K	Hold	8,752	–	–	0.15%	89
2025 Q1	$566K	Hold	8,752	–	–	0.16%	89
2024 Q4	$578K	Buy	+8,752	New	+$594K	0.15%	91
2024 Q1	–	Sell	-8,752	Closed	-$509K	–	294
2023 Q4	$509K	Buy	+8,752	New	+$468K	0.17%	93

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 Capital Management's VO Position: Q2 2026 in Review

Winthrop Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, selling an estimated $38.8K and leaving 8,252 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #81.

Winthrop Capital Management first reported a position in VO in Q4 2023 and has held it in 8 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Winthrop Capital Management held 8,252 shares of Vanguard Morningstar Mid-Cap ETF worth $665K as of Q2 2026.
Winthrop Capital Management sold 500 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Winthrop Capital Management's portfolio in Q2 2026, its #81 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.