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Anderson Hoagland & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Anderson Hoagland & Co’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 		$11.6M Sell
143,723
-6,457
-4% -$501K 0.91% 33
2026
Q1 		$10.8M Sell
150,180
-6,160
-4% -$458K 0.93% 32
2025
Q4 		$11.3M Sell
156,340
-852
-0.5% -$62K 0.98% 28
2025
Q3 		$11.5M Sell
157,192
-3,240
-2% -$233K 1.04% 27
2025
Q2 		$11.2M Sell
160,432
-1,440
-0.9% -$94.5K 1.07% 26
2025
Q1 		$9.25M Sell
161,872
-3,220
-2% -$216K 1.1% 28
2024
Q4 		$11.3M Sell
165,092
-5,568
-3% -$378K 1.16% 24
2024
Q3 		$11.3M Sell
170,660
-4,680
-3% -$294K 1.15% 24
2024
Q2 		$10.6M Sell
175,340
-8,752
-5% -$532K 1.11% 25
2024
Q1 		$11.2M Sell
184,092
-3,768
-2% -$223K 1.26% 22
2023
Q4 		$10.7M Buy
187,860
+68
+0% +$3.63K 1.31% 25
2023
Q3 		$9.78M Sell
187,792
-3,416
-2% -$187K 1.31% 23
2023
Q2 		$10.5M Sell
191,208
-8,080
-4% -$424K 1.35% 19
2023
Q1 		$10.5M Sell
199,288
-2,024
-1% -$108K 1.51% 17
2022
Q4 		$10.5M Sell
201,312
-36,072
-15% -$1.84M 1.53% 16
2022
Q3 		$11.2M Sell
237,384
-41,252
-15% -$2.16M 1.79% 13
2022
Q2 		$14.2M Sell
278,636
-6,976
-2% -$377K 2.13% 10
2022
Q1 		$17M Sell
285,612
-67,180
-19% -$3.94M 2.19% 11
2021
Q4 		$20.5M Sell
352,792
-101,152
-22% -$6.34M 2.68% 10
2021
Q3 		$26.9M Sell
453,944
-25,184
-5% -$1.52M 3.43% 8
2021
Q2 		$28.4M Sell
479,128
-20,128
-4% -$1.17M 3.62% 6
2021
Q1 		$27.6M Sell
499,256
-38,824
-7% -$2.11M 3.91% 4
2020
Q4 		$27.8M Buy
+538,080
New +$26.1M 4.41% 3

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

Anderson Hoagland & Co's VO Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $501K and leaving 143,723 shares worth $11.6M. The position accounts for 0.91% of the portfolio, ranked #33.

Anderson Hoagland & Co first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.4M in Q2 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Anderson Hoagland & Co held 143,723 shares of Vanguard Morningstar Mid-Cap ETF worth $11.6M as of Q2 2026.
  • Anderson Hoagland & Co sold 6,457 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $501K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.91% of Anderson Hoagland & Co's portfolio in Q2 2026, its #33 holding.
  • Anderson Hoagland & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Anderson Hoagland & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $28.4M in Q2 2021.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.