ZIM
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Zacks Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Zacks Investment 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 		$535K Buy
6,636
+16
+0.2% +$1.24K ﹤0.01% 503
2026
Q1 		$475K Buy
6,620
+972
+17% +$72.2K ﹤0.01% 500
2025
Q4 		$410K Buy
5,648
+964
+21% +$70.1K ﹤0.01% 534
2025
Q3 		$344K Buy
4,684
+856
+22% +$61.5K ﹤0.01% 550
2025
Q2 		$268K Sell
3,828
-712
-16% -$46.7K ﹤0.01% 573
2025
Q1 		$294K Buy
4,540
+92
+2% +$6.17K ﹤0.01% 553
2024
Q4 		$294K Buy
4,448
+296
+7% +$20.1K ﹤0.01% 549
2024
Q3 		$274K Buy
4,152
+312
+8% +$19.6K ﹤0.01% 572
2024
Q2 		$232K Sell
3,840
-248
-6% -$15.1K ﹤0.01% 553
2024
Q1 		$255K Sell
4,088
-8
-0.2% -$473 ﹤0.01% 570
2023
Q4 		$238K Buy
+4,096
New +$219K ﹤0.01% 565
2023
Q3 		– Sell
-4,032
Closed -$222K – 713
2023
Q2 		$222K Sell
4,032
-32
-0.8% -$1.68K ﹤0.01% 580
2023
Q1 		$214K Sell
4,064
-564
-12% -$30K ﹤0.01% 571
2022
Q4 		$236K Buy
4,628
+176
+4% +$8.96K ﹤0.01% 536
2022
Q3 		$209K Buy
4,452
+220
+5% +$11.5K ﹤0.01% 532
2022
Q2 		$208K Buy
4,232
+200
+5% +$10.8K ﹤0.01% 544
2022
Q1 		$240K Hold
4,032
– – ﹤0.01% 553
2021
Q4 		$257K Sell
4,032
-700
-15% -$43.9K ﹤0.01% 562
2021
Q3 		$280K Buy
4,732
+552
+13% +$33.4K ﹤0.01% 533
2021
Q2 		$248K Buy
+4,180
New +$242K ﹤0.01% 542

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Zacks Investment Management's VO Position: Q2 2026 in Review

Zacks Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, buying an estimated $1.24K and bringing the position to 6,636 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Zacks Investment Management first reported a position in VO in Q2 2021 and has held it in 20 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Zacks Investment Management held 6,636 shares of Vanguard Morningstar Mid-Cap ETF worth $535K as of Q2 2026.
  • Zacks Investment Management bought 16 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #503 holding.
  • Zacks Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.