Arjuna Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Arjuna Capital’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
2025 Q4	–	Sell	-548	Closed	-$40.2K	–	124
2025 Q3	$40.2K	Sell	548 -4	-0.7%	-$287	0.01%	105
2025 Q2	$38.6K	Hold	552	–	–	0.01%	114
2025 Q1	$35.7K	Buy	+552	New	+$37K	0.01%	110
2023 Q1	–	Sell	-340	Closed	-$17.3K	–	117
2022 Q4	$17.3K	Buy	+340	New	+$17.3K	0.01%	93

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arjuna Capital's VO Position: Q4 2025 in Review

Arjuna Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 548 shares — an estimated $40.2K sold.

Arjuna Capital first reported a position in VO in Q4 2022 and held it in 4 quarters. The position peaked at $40.2K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Arjuna Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Arjuna Capital sold 548 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $40.2K.
Arjuna Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
Arjuna Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $40.2K in Q3 2025.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Arjuna Capital's 13F filing for Q4 2025, filed 5 Feb 2026.