ZIG
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Zuckerman Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Zuckerman Investment 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 		$14.7M Buy
182,044
+868
+0.5% +$67.3K 1.24% 30
2026
Q1 		$13M Buy
181,176
+10,708
+6% +$796K 1.22% 32
2025
Q4 		$12.4M Buy
170,468
+6,980
+4% +$508K 1.1% 36
2025
Q3 		$12M Buy
163,488
+3,252
+2% +$234K 1.11% 32
2025
Q2 		$11.2M Buy
160,236
+18,312
+13% +$1.2M 1.09% 32
2025
Q1 		$9.18M Buy
141,924
+2,744
+2% +$184K 0.98% 38
2024
Q4 		$9.56M Buy
139,180
+6,988
+5% +$474K 0.92% 37
2024
Q3 		$8.72M Buy
132,192
+2,976
+2% +$187K 0.9% 37
2024
Q2 		$7.82M Buy
129,216
+13,732
+12% +$834K 0.9% 37
2024
Q1 		$7.21M Buy
115,484
+11,312
+11% +$669K 0.82% 40
2023
Q4 		$6.06M Buy
104,172
+25,740
+33% +$1.38M 0.78% 43
2023
Q3 		$4.08M Buy
78,432
+12,264
+19% +$673K 0.58% 44
2023
Q2 		$3.64M Buy
66,168
+4,304
+7% +$226K 0.52% 44
2023
Q1 		$3.26M Sell
61,864
-144
-0.2% -$7.66K 0.5% 45
2022
Q4 		$3.16M Buy
62,008
+796
+1% +$40.5K 0.5% 47
2022
Q3 		$2.88M Buy
61,212
+4,112
+7% +$215K 0.54% 44
2022
Q2 		$2.81M Buy
57,100
+1,196
+2% +$64.6K 0.51% 45
2022
Q1 		$3.32M Buy
55,904
+5,656
+11% +$332K 0.54% 47
2021
Q4 		$3.2M Buy
50,248
+1,556
+3% +$97.5K 0.5% 47
2021
Q3 		$2.88M Buy
48,692
+264
+0.5% +$16K 0.48% 50
2021
Q2 		$2.87M Buy
48,428
+16,216
+50% +$940K 0.45% 49
2021
Q1 		$1.78M Buy
32,212
+19,144
+146% +$1.04M 0.29% 50
2020
Q4 		$676K Buy
13,068
+4,844
+59% +$235K 0.12% 59
2020
Q3 		$362K Buy
8,224
+884
+12% +$38.5K 0.08% 59
2020
Q2 		$301K Buy
+7,340
New +$281K 0.07% 63

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

Zuckerman Investment Group's VO Position: Q2 2026 in Review

Zuckerman Investment Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.48% in Q2 2026, buying an estimated $67.3K and bringing the position to 182,044 shares worth $14.7M. The position accounts for 1.24% of the portfolio, ranked #30.

Zuckerman Investment Group first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Zuckerman Investment Group held 182,044 shares of Vanguard Morningstar Mid-Cap ETF worth $14.7M as of Q2 2026.
  • Zuckerman Investment Group bought 868 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.24% of Zuckerman Investment Group's portfolio in Q2 2026, its #30 holding.
  • Zuckerman Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.