Biltmore Family Office’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
Q2 | $1.74M | Buy |
21,572
+120
| +0.6% | +$9.3K | 0.23% | 75 |
|
|
2026
Q1 | $1.54M | Sell |
21,452
-1,912
| -8% | -$142K | 0.22% | 75 |
|
|
2025
Q4 | $1.7M | Buy |
23,364
+2,252
| +11% | +$164K | 0.23% | 72 |
|
|
2025
Q3 | $1.56M | Hold |
21,112
| – | – | 0.22% | 72 |
|
|
2025
Q2 | $1.48M | Sell |
21,112
-800
| -4% | -$52.5K | 0.25% | 69 |
|
|
2025
Q1 | $1.42M | Buy |
21,912
+1,192
| +6% | +$80K | 0.24% | 69 |
|
|
2024
Q4 | $1.37M | Hold |
20,720
| – | – | 0.23% | 69 |
|
|
2024
Q3 | $1.37M | Hold |
20,720
| – | – | 0.23% | 73 |
|
|
2024
Q2 | $1.26M | Hold |
20,720
| – | – | 0.23% | 69 |
|
|
2024
Q1 | $1.29M | Hold |
20,720
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $1.21M | Hold |
20,720
| – | – | 0.25% | 66 |
|
|
2023
Q3 | $1.08M | Hold |
20,720
| – | – | 0.24% | 64 |
|
|
2023
Q2 | $1.14M | Hold |
20,720
| – | – | 0.24% | 63 |
|
|
2023
Q1 | $1.09M | Hold |
20,720
| – | – | 0.23% | 68 |
|
|
2022
Q4 | $1.06M | Hold |
20,720
| – | – | 0.22% | 68 |
|
|
2022
Q3 | $974K | Hold |
20,720
| – | – | 0.22% | 63 |
|
|
2022
Q2 | $1.02M | Hold |
20,720
| – | – | 0.25% | 66 |
|
|
2022
Q1 | $1.23M | Hold |
20,720
| – | – | 0.26% | 60 |
|
|
2021
Q4 | $1.32M | Buy |
20,720
+608
| +3% | +$38.1K | 0.25% | 66 |
|
|
2021
Q3 | $1.19M | Buy |
20,112
+1,000
| +5% | +$60.4K | 0.29% | 58 |
|
|
2021
Q2 | $1.13M | Buy |
19,112
+11,200
| +142% | +$649K | 0.32% | 53 |
|
|
2021
Q1 | $438K | Hold |
7,912
| – | – | 0.14% | 105 |
|
|
2020
Q4 | $409K | Hold |
7,912
| – | – | 0.12% | 113 |
|
|
2020
Q3 | $349K | Buy |
7,912
+1,192
| +18% | +$51.9K | 0.19% | 98 |
|
|
2020
Q2 | $275K | Hold |
6,720
| – | – | 0.17% | 119 |
|
|
2020
Q1 | $221K | Hold |
6,720
| – | – | 0.15% | 129 |
|
|
2019
Q4 | $299K | Hold |
6,720
| – | – | 0.12% | 143 |
|
|
2019
Q3 | $282K | Hold |
6,720
| – | – | 0.12% | 132 |
|
|
2019
Q2 | $282K | Hold |
6,720
| – | – | 0.15% | 115 |
|
|
2019
Q1 | $271K | Hold |
6,720
| – | – | 0.14% | 129 |
|
|
2018
Q4 | $232K | Sell |
6,720
-320
| -5% | -$12K | 0.13% | 128 |
|
|
2018
Q3 | $290K | Hold |
7,040
| – | – | 0.14% | 120 |
|
|
2018
Q2 | $277K | Hold |
7,040
| – | – | 0.14% | 120 |
|
|
2018
Q1 | $271K | Hold |
7,040
| – | – | 0.12% | 138 |
|
|
2017
Q4 | $272K | Buy |
+7,040
| New | +$266K | 0.12% | 133 |
|
Other funds holding VO
Biltmore Family Office's VO Position: Q2 2026 in Review
Biltmore Family Office increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.56% in Q2 2026, buying an estimated $9.3K and bringing the position to 21,572 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #75.
Biltmore Family Office first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Biltmore Family Office held 21,572 shares of Vanguard Morningstar Mid-Cap ETF worth $1.74M as of Q2 2026.
- Biltmore Family Office bought 120 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.3K.
- Vanguard Morningstar Mid-Cap ETF made up 0.23% of Biltmore Family Office's portfolio in Q2 2026, its #75 holding.
- Biltmore Family Office first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.