Blume Capital Management’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 | $45.8K | Buy |
569
+13
| +2% | +$1.01K | 0.01% | 209 |
|
|
2026
Q1 | $39.9K | Hold |
556
| – | – | 0.01% | 210 |
|
|
2025
Q4 | $40.3K | Hold |
556
| – | – | 0.01% | 193 |
|
|
2025
Q3 | $40.8K | Hold |
556
| – | – | 0.01% | 203 |
|
|
2025
Q2 | $38.8K | Hold |
556
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $35.9K | Hold |
556
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $36.7K | Sell |
556
-540
| -49% | -$36.7K | 0.01% | 201 |
|
|
2024
Q3 | $72.2K | Buy |
1,096
+540
| +97% | +$33.9K | 0.02% | 168 |
|
|
2024
Q2 | $33.6K | Hold |
556
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $34.7K | Hold |
556
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $32.3K | Hold |
556
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $28.9K | Hold |
556
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $30.6K | Hold |
556
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $29.3K | Hold |
556
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $28.3K | Hold |
556
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $26K | Hold |
556
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $27K | Hold |
556
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $33K | Hold |
556
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $35K | Hold |
556
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $33K | Hold |
556
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $33K | Hold |
556
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $31K | Hold |
556
| – | – | 0.01% | 181 |
|
|
2020
Q4 | $29K | Hold |
556
| – | – | 0.01% | 143 |
|
|
2020
Q3 | $24K | Hold |
556
| – | – | 0.01% | 145 |
|
|
2020
Q2 | $23K | Buy |
556
+4
| +0.7% | +$153 | 0.01% | 146 |
|
|
2020
Q1 | $18K | Hold |
552
| – | – | 0.01% | 148 |
|
|
2019
Q4 | $24K | Hold |
552
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $23K | Sell |
552
-4
| -0.7% | -$167 | 0.01% | 158 |
|
|
2019
Q2 | $23K | Hold |
556
| – | – | 0.01% | 150 |
|
|
2019
Q1 | $22K | Hold |
556
| – | – | 0.01% | 159 |
|
|
2018
Q4 | $19K | Hold |
556
| – | – | 0.01% | 166 |
|
|
2018
Q3 | $23K | Hold |
556
| – | – | 0.01% | 145 |
|
|
2018
Q2 | $22K | Buy |
556
+4
| +0.7% | +$157 | 0.01% | 145 |
|
|
2018
Q1 | $21K | Hold |
552
| – | – | 0.01% | 155 |
|
|
2017
Q4 | $21K | Buy |
552
+4
| +0.7% | +$151 | 0.01% | 164 |
|
|
2017
Q3 | $20K | Hold |
548
| – | – | 0.01% | 171 |
|
|
2017
Q2 | $20K | Buy |
548
+4
| +0.7% | +$141 | 0.01% | 137 |
|
|
2017
Q1 | $19K | Hold |
544
| – | – | 0.01% | 135 |
|
|
2016
Q4 | $18K | Buy |
+544
| New | +$17.6K | 0.01% | 141 |
|
Other funds holding VO
Blume Capital Management's VO Position: Q2 2026 in Review
Blume Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $1.01K and bringing the position to 569 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #209.
Blume Capital Management first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $72.2K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Blume Capital Management held 569 shares of Vanguard Morningstar Mid-Cap ETF worth $45.8K as of Q2 2026.
- Blume Capital Management bought 13 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.01K.
- Vanguard Morningstar Mid-Cap ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #209 holding.
- Blume Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Blume Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $72.2K in Q3 2024.
- 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.