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Accredited Investors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Accredited Investors’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 		$8.69M Sell
107,802
-9,430
-8% -$731K 0.38% 36
2026
Q1 		$8.42M Buy
117,232
+368
+0.3% +$27.3K 0.45% 33
2025
Q4 		$8.48M Sell
116,864
-448
-0.4% -$32.6K 0.45% 33
2025
Q3 		$8.61M Sell
117,312
-916
-0.8% -$65.8K 0.48% 33
2025
Q2 		$8.27M Buy
118,228
+103,936
+727% +$6.82M 0.49% 33
2025
Q1 		$924K Buy
14,292
+2,848
+25% +$191K 0.06% 95
2024
Q4 		$756K Sell
11,444
-1,360
-11% -$92.3K 0.04% 104
2024
Q3 		$845K Buy
12,804
+1,004
+9% +$63K 0.05% 101
2024
Q2 		$714K Sell
11,800
-1,332
-10% -$80.9K 0.04% 101
2024
Q1 		$820K Buy
13,132
+60
+0.5% +$3.55K 0.05% 97
2023
Q4 		$760K Buy
13,072
+3,516
+37% +$188K 0.05% 99
2023
Q3 		$497K Hold
9,556
– – 0.04% 114
2023
Q2 		$526K Buy
9,556
+228
+2% +$12K 0.04% 110
2023
Q1 		$492K Buy
9,328
+392
+4% +$20.9K 0.04% 112
2022
Q4 		$455K Buy
8,936
+1,336
+18% +$68.1K 0.04% 110
2022
Q3 		$357K Buy
7,600
+108
+1% +$5.64K 0.04% 116
2022
Q2 		$369K Sell
7,492
-592
-7% -$32K 0.04% 120
2022
Q1 		$481K Hold
8,084
– – 0.04% 114
2021
Q4 		$515K Hold
8,084
– – 0.05% 109
2021
Q3 		$478K Sell
8,084
-180
-2% -$10.9K 0.05% 106
2021
Q2 		$490K Buy
8,264
+1,288
+18% +$74.6K 0.05% 105
2021
Q1 		$386K Buy
6,976
+552
+9% +$30K 0.05% 114
2020
Q4 		$332K Hold
6,424
– – 0.06% 116
2020
Q3 		$283K Buy
+6,424
New +$280K 0.06% 112
2017
Q3 		– Sell
-10,052
Closed -$358K – 126
2017
Q2 		$358K Buy
10,052
+68
+0.7% +$2.4K 0.09% 63
2017
Q1 		$348K Buy
+9,984
New +$343K 0.09% 73
2015
Q3 		– Sell
-6,816
Closed -$218K – 90
2015
Q2 		$218K Hold
6,816
– – 0.06% 72
2015
Q1 		$227K Hold
6,816
– – 0.06% 67
2014
Q4 		$211K Buy
+6,816
New +$205K 0.06% 70

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Accredited Investors's VO Position: Q2 2026 in Review

Accredited Investors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, selling an estimated $731K and leaving 107,802 shares worth $8.69M. The position accounts for 0.38% of the portfolio, ranked #36.

Accredited Investors first reported a position in VO in Q4 2014 and has held it in 29 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Accredited Investors held 107,802 shares of Vanguard Morningstar Mid-Cap ETF worth $8.69M as of Q2 2026.
  • Accredited Investors sold 9,430 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $731K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.38% of Accredited Investors's portfolio in Q2 2026, its #36 holding.
  • Accredited Investors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 29 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.