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WPG Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WPG Advisers’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 		$8.7K Hold
108
– – 0.01% 810
2026
Q1 		$7.75K Buy
108
+8
+8% +$594 0.01% 759
2025
Q4 		$7.26K Buy
100
+28
+39% +$2.04K 0.01% 796
2025
Q3 		$5.29K Hold
72
– – ﹤0.01% 890
2025
Q2 		$5.04K Hold
72
– – ﹤0.01% 885
2025
Q1 		$4.66K Hold
72
– – ﹤0.01% 893
2024
Q4 		$4.75K Buy
+72
New +$4.89K ﹤0.01% 836

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

WPG Advisers's VO Position: Q2 2026 in Review

WPG Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 108 shares worth $8.7K. The position accounts for 0.01% of the portfolio, ranked #810.

WPG Advisers first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • WPG Advisers held 108 shares of Vanguard Morningstar Mid-Cap ETF worth $8.7K as of Q2 2026.
  • WPG Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #810 holding.
  • WPG Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.