Bosun Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bosun Asset Management’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
2026 Q2	$258K	Hold	3,200	–	–	0.13%	65
2026 Q1	$230K	Hold	3,200	–	–	0.12%	68
2025 Q4	$232K	Hold	3,200	–	–	0.11%	69
2025 Q3	$235K	Hold	3,200	–	–	0.12%	62
2025 Q2	$224K	Hold	3,200	–	–	0.07%	189
2025 Q1	$207K	Hold	3,200	–	–	0.09%	184
2024 Q4	$211K	Hold	3,200	–	–	0.09%	180
2024 Q3	$211K	Buy	+3,200	New	+$201K	0.1%	172
2023 Q3	–	Sell	-3,200	Closed	-$176K	–	192
2023 Q2	$176K	Buy	+3,200	New	+$168K	0.17%	96
2022 Q1	–	Sell	-3,200	Closed	-$204K	–	79
2021 Q4	$204K	Buy	+3,200	New	+$201K	0.19%	72

Other funds holding VO

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bosun Asset Management's VO Position: Q2 2026 in Review

Bosun Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,200 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #65.

Bosun Asset Management first reported a position in VO in Q4 2021 and has held it in 10 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bosun Asset Management held 3,200 shares of Vanguard Morningstar Mid-Cap ETF worth $258K as of Q2 2026.
Bosun Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Bosun Asset Management's portfolio in Q2 2026, its #65 holding.
Bosun Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.