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Addis & Hill’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Addis & Hill’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 		$11.2M Sell
138,549
-11,515
-8% -$893K 6.15% 4
2026
Q1 		$10.8M Buy
150,064
+2,984
+2% +$222K 6.55% 4
2025
Q4 		$10.7M Sell
147,080
-400
-0.3% -$29.1K 6.47% 4
2025
Q3 		$10.8M Buy
147,480
+1,400
+1% +$101K 6.6% 4
2025
Q2 		$10.2M Sell
146,080
-1,600
-1% -$105K 6.67% 4
2025
Q1 		$9.55M Buy
147,680
+6,584
+5% +$442K 6.67% 4
2024
Q4 		$9.32M Buy
141,096
+16,468
+13% +$1.12M 6.89% 4
2024
Q3 		$8.22M Sell
124,628
-228
-0.2% -$14.3K 6.3% 4
2024
Q2 		$7.53M Buy
124,856
+2,548
+2% +$155K 6.28% 4
2024
Q1 		$7.54M Buy
122,308
+44
+0% +$2.6K 6.44% 4
2023
Q4 		$7.42M Buy
+122,264
New +$6.53M 6.6% 4

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

Addis & Hill's VO Position: Q2 2026 in Review

Addis & Hill reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $893K and leaving 138,549 shares worth $11.2M. The position accounts for 6.15% of the portfolio, ranked #4.

Addis & Hill first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Addis & Hill held 138,549 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q2 2026.
  • Addis & Hill sold 11,515 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $893K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.15% of Addis & Hill's portfolio in Q2 2026, its #4 holding.
  • Addis & Hill first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.