Caitlin John’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Caitlin John’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	$1.31M	Sell	16,308 -556	-3%	-$43.1K	0.72%	30
2026 Q1	$1.21M	Sell	16,864 -324	-2%	-$24.1K	0.73%	23
2025 Q4	$1.25M	Buy	17,188 +112	+0.7%	+$8.15K	0.82%	22
2025 Q3	$1.25M	Sell	17,076 -184	-1%	-$13.2K	0.87%	38
2025 Q2	$1.21M	Sell	17,260 -1,828	-10%	-$120K	1.1%	33
2025 Q1	$1.23M	Sell	19,088 -8,540	-31%	-$573K	1.21%	16
2024 Q4	$1.82M	Sell	27,628 -820	-3%	-$55.7K	1.21%	26
2024 Q3	$1.97M	Buy	28,448 +2,864	+11%	+$180K	1.23%	21
2024 Q2	$1.55M	Buy	25,584 +1,448	+6%	+$88K	1.11%	19
2024 Q1	$1.51M	Sell	24,136 -7,344	-23%	-$434K	1.13%	20
2023 Q4	$1.83M	Buy	+31,480	New	+$1.68M	1.49%	11

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 22.96% 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

Caitlin John's VO Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, selling an estimated $43.1K and leaving 16,308 shares worth $1.31M. The position accounts for 0.72% of the portfolio, ranked #30.

Caitlin John first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Caitlin John held 16,308 shares of Vanguard Morningstar Mid-Cap ETF worth $1.31M as of Q2 2026.
Caitlin John sold 556 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.72% of Caitlin John's portfolio in Q2 2026, its #30 holding.
Caitlin John first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Morningstar Mid-Cap ETF position peaked at $1.97M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.