Ausdal Financial 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 | $7.17M | Buy |
99,812
+4,580
| +5% | +$340K | 0.32% | 74 |
|
|
2025
Q4 | $6.91M | Buy |
95,232
+1,992
| +2% | +$145K | 0.32% | 73 |
|
|
2025
Q3 | $6.85M | Buy |
93,240
+584
| +0.6% | +$41.9K | 0.33% | 63 |
|
|
2025
Q2 | $6.48M | Sell |
92,656
-272
| -0.3% | -$17.9K | 0.43% | 51 |
|
|
2025
Q1 | $6.01M | Buy |
92,928
+712
| +0.8% | +$47.8K | 0.45% | 41 |
|
|
2024
Q4 | $6.09M | Sell |
92,216
-2,944
| -3% | -$200K | 0.53% | 42 |
|
|
2024
Q3 | $6.28M | Sell |
95,160
-7,184
| -7% | -$451K | 0.65% | 28 |
|
|
2024
Q2 | $6.19M | Sell |
102,344
-6,016
| -6% | -$366K | 0.66% | 27 |
|
|
2024
Q1 | $6.77M | Buy |
108,360
+13,296
| +14% | +$786K | 0.79% | 22 |
|
|
2023
Q4 | $5.53M | Buy |
95,064
+4,500
| +5% | +$240K | 0.68% | 26 |
|
|
2023
Q3 | $4.71M | Buy |
90,564
+3,272
| +4% | +$179K | 0.65% | 31 |
|
|
2023
Q2 | $4.8M | Buy |
87,292
+764
| +0.9% | +$40.1K | 0.65% | 27 |
|
|
2023
Q1 | $4.56M | Buy |
86,528
+7,532
| +10% | +$401K | 0.63% | 27 |
|
|
2022
Q4 | $4.03M | Buy |
78,996
+2,036
| +3% | +$104K | 0.59% | 35 |
|
|
2022
Q3 | $3.62M | Buy |
76,960
+204
| +0.3% | +$10.7K | 0.57% | 33 |
|
|
2022
Q2 | $3.78M | Sell |
76,756
-14,596
| -16% | -$789K | 0.57% | 40 |
|
|
2022
Q1 | $5.43M | Sell |
91,352
-30,844
| -25% | -$1.81M | 0.74% | 23 |
|
|
2021
Q4 | $7.78M | Buy |
122,196
+4,912
| +4% | +$308K | 1.04% | 16 |
|
|
2021
Q3 | $6.94M | Sell |
117,284
-13,216
| -10% | -$799K | 1.03% | 16 |
|
|
2021
Q2 | $7.74M | Buy |
130,500
+3,712
| +3% | +$215K | 1.17% | 12 |
|
|
2021
Q1 | $7.02M | Buy |
126,788
+11,012
| +10% | +$598K | 1.18% | 10 |
|
|
2020
Q4 | $5.99M | Buy |
115,776
+32,052
| +38% | +$1.55M | 1.17% | 13 |
|
|
2020
Q3 | $3.69M | Buy |
83,724
+4,828
| +6% | +$210K | 0.89% | 25 |
|
|
2020
Q2 | $3.23M | Sell |
78,896
-9,484
| -11% | -$363K | 1.07% | 22 |
|
|
2020
Q1 | $3.18M | Buy |
88,380
+58,168
| +193% | +$2.41M | 1.13% | 15 |
|
|
2019
Q4 | $1.36M | Sell |
30,212
-740
| -2% | -$31.8K | 0.4% | 68 |
|
|
2019
Q3 | $1.3M | Sell |
30,952
-28
| -0.1% | -$1.17K | 0.46% | 61 |
|
|
2019
Q2 | $1.32M | Buy |
30,980
+848
| +3% | +$34.7K | 0.51% | 56 |
|
|
2019
Q1 | $1.21M | Sell |
30,132
-676
| -2% | -$26K | 0.49% | 51 |
|
|
2018
Q4 | $1.06M | Sell |
30,808
-8,688
| -22% | -$326K | 0.52% | 48 |
|
|
2018
Q3 | $1.62M | Sell |
39,496
-472
| -1% | -$19.3K | 0.46% | 55 |
|
|
2018
Q2 | $1.57M | Sell |
39,968
-540
| -1% | -$21.2K | 0.49% | 41 |
|
|
2018
Q1 | $1.56M | Buy |
40,508
+3,284
| +9% | +$129K | 0.54% | 40 |
|
|
2017
Q4 | $1.44M | Buy |
37,224
+528
| +1% | +$19.9K | 0.52% | 47 |
|
|
2017
Q3 | $1.35M | Sell |
36,696
-17,756
| -33% | -$640K | 0.54% | 40 |
|
|
2017
Q2 | $1.94M | Buy |
54,452
+2,452
| +5% | +$86.6K | 0.83% | 21 |
|
|
2017
Q1 | $1.81M | Buy |
52,000
+2,292
| +5% | +$78.7K | 0.82% | 24 |
|
|
2016
Q4 | $1.64M | Buy |
49,708
+2,720
| +6% | +$88K | 0.77% | 26 |
|
|
2016
Q3 | $1.52M | Buy |
46,988
+10,584
| +29% | +$340K | 0.77% | 32 |
|
|
2016
Q2 | $1.13M | Sell |
36,404
-7,380
| -17% | -$226K | 0.58% | 47 |
|
|
2016
Q1 | $1.33M | Sell |
43,784
-9,636
| -18% | -$273K | 0.75% | 34 |
|
|
2015
Q4 | $1.6M | Buy |
+53,420
| New | +$1.63M | 0.81% | 15 |
|
Other funds holding VO
Ausdal Financial Partners's VO Position: Q1 2026 in Review
Ausdal Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q1 2026, buying an estimated $340K and bringing the position to 99,812 shares worth $7.17M. The position accounts for 0.32% of the portfolio, ranked #74.
Ausdal Financial Partners first reported a position in VO in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.78M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Ausdal Financial Partners held 99,812 shares of Vanguard Morningstar Mid-Cap ETF worth $7.17M as of Q1 2026.
- Ausdal Financial Partners bought 4,580 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $340K.
- Vanguard Morningstar Mid-Cap ETF made up 0.32% of Ausdal Financial Partners's portfolio in Q1 2026, its #74 holding.
- Ausdal Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- Ausdal Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $7.78M in Q4 2021.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.