Arax Advisory Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37M | Sell |
514,968
-201,808
| -28% | -$15M | 1.04% | 15 |
|
|
2025
Q4 | $52M | Buy |
+716,776
| New | +$52.1M | 1.51% | 9 |
|
|
2025
Q3 | – | Sell |
-662,648
| Closed | -$46.5M | – | 4301 |
|
|
2025
Q2 | $46.5M | Buy |
662,648
+85,972
| +15% | +$5.64M | 2.14% | 4 |
|
|
2025
Q1 | $37.3M | Sell |
576,676
-85,296
| -13% | -$5.72M | 2.39% | 6 |
|
|
2024
Q4 | $43.7M | Buy |
661,972
+228,164
| +53% | +$15.5M | 2.75% | 3 |
|
|
2024
Q3 | $28.6M | Sell |
433,808
-1,760
| -0.4% | -$111K | 2.56% | 8 |
|
|
2024
Q2 | $26.4M | Sell |
435,568
-5,564
| -1% | -$338K | 2.57% | 8 |
|
|
2024
Q1 | $27.6M | Sell |
441,132
-9,248
| -2% | -$547K | 2.91% | 6 |
|
|
2023
Q4 | $26.2M | Buy |
450,380
+9,312
| +2% | +$498K | 2.92% | 6 |
|
|
2023
Q3 | $23M | Buy |
441,068
+30,648
| +7% | +$1.68M | 2.86% | 9 |
|
|
2023
Q2 | $22.6M | Buy |
410,420
+8,988
| +2% | +$471K | 2.88% | 8 |
|
|
2023
Q1 | $21.2M | Buy |
401,432
+10,024
| +3% | +$533K | 2.8% | 10 |
|
|
2022
Q4 | $19.9M | Buy |
391,408
+23,060
| +6% | +$1.17M | 2.76% | 13 |
|
|
2022
Q3 | $17.3M | Buy |
368,348
+10,648
| +3% | +$556K | 2.73% | 10 |
|
|
2022
Q2 | $17.6M | Buy |
357,700
+21,004
| +6% | +$1.13M | 2.67% | 10 |
|
|
2022
Q1 | $20M | Buy |
336,696
+25,940
| +8% | +$1.52M | 2.67% | 11 |
|
|
2021
Q4 | $19.8M | Buy |
310,756
+4,384
| +1% | +$275K | 2.51% | 11 |
|
|
2021
Q3 | $18.1M | Buy |
306,372
+2,124
| +0.7% | +$128K | 2.48% | 13 |
|
|
2021
Q2 | $18.1M | Buy |
+304,248
| New | +$17.6M | 2.46% | 11 |
|
|
2020
Q4 | $13.4M | Buy |
259,232
+112
| +0% | +$5.42K | 1.98% | 17 |
|
|
2020
Q3 | $11.4M | Buy |
259,120
+1,192
| +0.5% | +$51.9K | 1.93% | 17 |
|
|
2020
Q2 | $10.6M | Sell |
257,928
-169,400
| -40% | -$6.49M | 1.88% | 18 |
|
|
2020
Q1 | $14.1M | Buy |
427,328
+4,972
| +1% | +$206K | 3.24% | 8 |
|
|
2019
Q4 | $18.8M | Sell |
422,356
-4,184
| -1% | -$180K | 5.4% | 3 |
|
|
2019
Q3 | $17.9M | Buy |
426,540
+11,588
| +3% | +$484K | 5.39% | 3 |
|
|
2019
Q2 | $17.3M | Buy |
+414,952
| New | +$17M | 5.77% | 1 |
|
|
2018
Q4 | $13.9M | Sell |
403,040
-166,876
| -29% | -$6.26M | 5.53% | 3 |
|
|
2018
Q3 | $23.4M | Sell |
569,916
-99,636
| -15% | -$4.07M | 9.43% | 1 |
|
|
2018
Q2 | $26.4M | Buy |
669,552
+96,428
| +17% | +$3.79M | 11.58% | 1 |
|
|
2018
Q1 | $22.1M | Sell |
573,124
-52,908
| -8% | -$2.08M | 11.47% | 1 |
|
|
2017
Q4 | $24.2M | Buy |
626,032
+34,548
| +6% | +$1.3M | 10.51% | 1 |
|
|
2017
Q3 | $21.7M | Buy |
591,484
+74,028
| +14% | +$2.67M | 10.44% | 1 |
|
|
2017
Q2 | $18.4M | Buy |
517,456
+37,488
| +8% | +$1.32M | 8.78% | 2 |
|
|
2017
Q1 | $16.7M | Buy |
479,968
+31,048
| +7% | +$1.07M | 8.04% | 3 |
|
|
2016
Q4 | $14.8M | Buy |
+448,920
| New | +$14.5M | 7.39% | 3 |
|
Other funds holding VO
Arax Advisory Partners's VO Position: Q1 2026 in Review
Arax Advisory Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 28% in Q1 2026, selling an estimated $15M and leaving 514,968 shares worth $37M. The position accounts for 1.04% of the portfolio, ranked #15.
Arax Advisory Partners first reported a position in VO in Q4 2016 and has held it in 35 quarters since. The position peaked at $52M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Arax Advisory Partners held 514,968 shares of Vanguard Morningstar Mid-Cap ETF worth $37M as of Q1 2026.
- Arax Advisory Partners sold 201,808 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $15M.
- Vanguard Morningstar Mid-Cap ETF made up 1.04% of Arax Advisory Partners's portfolio in Q1 2026, its #15 holding.
- Arax Advisory Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- Arax Advisory Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $52M in Q4 2025.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.