Camelot Portfolios’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 | $1.25M | Sell |
15,572
-256
| -2% | -$19.8K | 0.88% | 26 |
|
|
2026
Q1 | $1.14M | Sell |
15,828
-4,564
| -22% | -$339K | 0.84% | 35 |
|
|
2025
Q4 | $1.48M | Sell |
20,392
-4,872
| -19% | -$354K | 0.91% | 23 |
|
|
2025
Q3 | $1.86M | Sell |
25,264
-80
| -0.3% | -$5.75K | 1.1% | 22 |
|
|
2025
Q2 | $1.77M | Sell |
25,344
-2,692
| -10% | -$177K | 1.06% | 20 |
|
|
2025
Q1 | $1.81M | Buy |
28,036
+4,860
| +21% | +$326K | 1.12% | 19 |
|
|
2024
Q4 | $1.53M | Sell |
23,176
-1,064
| -4% | -$72.2K | 1.65% | 12 |
|
|
2024
Q3 | $1.6M | Sell |
24,240
-5,532
| -19% | -$347K | 1.57% | 15 |
|
|
2024
Q2 | $1.8M | Buy |
29,772
+3,256
| +12% | +$198K | 1.02% | 21 |
|
|
2024
Q1 | $1.66M | Sell |
26,516
-7,780
| -23% | -$460K | 1.62% | 16 |
|
|
2023
Q4 | $1.99M | Buy |
34,296
+4,736
| +16% | +$253K | 1.18% | 19 |
|
|
2023
Q3 | $1.54M | Sell |
29,560
-4,280
| -13% | -$235K | 1.47% | 15 |
|
|
2023
Q2 | $1.86M | Sell |
33,840
-2,336
| -6% | -$122K | 1.17% | 18 |
|
|
2023
Q1 | $1.91M | Sell |
36,176
-1,956
| -5% | -$104K | 1.33% | 15 |
|
|
2022
Q4 | $1.94M | Sell |
38,132
-8,876
| -19% | -$452K | 1.44% | 16 |
|
|
2022
Q3 | $2.21M | Sell |
47,008
-4,988
| -10% | -$261K | 2.08% | 6 |
|
|
2022
Q2 | $2.56M | Sell |
51,996
-5,688
| -10% | -$307K | 1.54% | 10 |
|
|
2022
Q1 | $3.43M | Sell |
57,684
-5,876
| -9% | -$345K | 1.71% | 10 |
|
|
2021
Q4 | $4.05M | Buy |
63,560
+7,300
| +13% | +$458K | 1.63% | 10 |
|
|
2021
Q3 | $3.33M | Sell |
56,260
-9,248
| -14% | -$559K | 1.71% | 9 |
|
|
2021
Q2 | $3.89M | Sell |
65,508
-2,656
| -4% | -$154K | 1.57% | 10 |
|
|
2021
Q1 | $3.77M | Buy |
68,164
+10,584
| +18% | +$574K | 1.57% | 14 |
|
|
2020
Q4 | $2.98M | Buy |
57,580
+6,568
| +13% | +$318K | 1.56% | 16 |
|
|
2020
Q3 | $2.25M | Buy |
51,012
+3,176
| +7% | +$138K | 1.41% | 17 |
|
|
2020
Q2 | $1.96M | Buy |
47,836
+8,916
| +23% | +$342K | 1.26% | 19 |
|
|
2020
Q1 | $1.28M | Buy |
38,920
+19,064
| +96% | +$789K | 0.71% | 36 |
|
|
2019
Q4 | $884K | Buy |
19,856
+548
| +3% | +$23.5K | 0.37% | 74 |
|
|
2019
Q3 | $809K | Sell |
19,308
-36,236
| -65% | -$1.51M | 0.38% | 68 |
|
|
2019
Q2 | $2.32M | Sell |
55,544
-5,148
| -8% | -$211K | 0.96% | 27 |
|
|
2019
Q1 | $2.44M | Sell |
60,692
-1,248
| -2% | -$48K | 1.02% | 25 |
|
|
2018
Q4 | $2.14M | Sell |
61,940
-1,472
| -2% | -$55.3K | 1% | 29 |
|
|
2018
Q3 | $2.6M | Sell |
63,412
-2,652
| -4% | -$108K | 1.17% | 18 |
|
|
2018
Q2 | $2.6M | Sell |
66,064
-2,936
| -4% | -$115K | 1.11% | 23 |
|
|
2018
Q1 | $2.66M | Buy |
69,000
+3,016
| +5% | +$119K | 1.24% | 17 |
|
|
2017
Q4 | $2.55M | Sell |
65,984
-1,204
| -2% | -$45.4K | 1.21% | 18 |
|
|
2017
Q3 | $2.47M | Buy |
67,188
+2,452
| +4% | +$88.4K | 1.19% | 18 |
|
|
2017
Q2 | $2.31M | Buy |
64,736
+1,072
| +2% | +$37.9K | 1.14% | 19 |
|
|
2017
Q1 | $2.22M | Sell |
63,664
-1,072
| -2% | -$36.8K | 1.08% | 17 |
|
|
2016
Q4 | $2.13M | Buy |
64,736
+7,948
| +14% | +$257K | 1.11% | 22 |
|
|
2016
Q3 | $1.84M | Buy |
56,788
+1,640
| +3% | +$52.6K | 0.99% | 29 |
|
|
2016
Q2 | $1.7M | Sell |
55,148
-1,176
| -2% | -$35.9K | 0.99% | 28 |
|
|
2016
Q1 | $1.71M | Buy |
56,324
+1,700
| +3% | +$48.1K | 1.05% | 27 |
|
|
2015
Q4 | $1.64M | Sell |
54,624
-3,752
| -6% | -$114K | 1.04% | 27 |
|
|
2015
Q3 | $1.7M | Sell |
58,376
-996
| -2% | -$31K | 1.14% | 25 |
|
|
2015
Q2 | $1.89M | Buy |
59,372
+5,172
| +10% | +$168K | 1.09% | 23 |
|
|
2015
Q1 | $1.8M | Sell |
54,200
-1,600
| -3% | -$50.3K | 1.05% | 23 |
|
|
2014
Q4 | $1.72M | Sell |
55,800
-284
| -0.5% | -$8.56K | 0.99% | 27 |
|
|
2014
Q3 | $1.65M | Buy |
56,084
+2,140
| +4% | +$63.5K | 0.96% | 25 |
|
|
2014
Q2 | $1.6M | Buy |
53,944
+5,288
| +11% | +$151K | 1.03% | 25 |
|
|
2014
Q1 | $1.38M | Sell |
48,656
-4,900
| -9% | -$136K | 0.93% | 25 |
|
|
2013
Q4 | $1.47M | Buy |
53,556
+5,880
| +12% | +$157K | 0.95% | 24 |
|
|
2013
Q3 | $1.22M | Buy |
47,676
+456
| +1% | +$11.4K | 0.9% | 28 |
|
|
2013
Q2 | $1.12M | Buy |
+47,220
| New | +$1.12M | 0.85% | 32 |
|
Other funds holding VO
Camelot Portfolios's VO Position: Q2 2026 in Review
Camelot Portfolios reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $19.8K and leaving 15,572 shares worth $1.25M. The position accounts for 0.88% of the portfolio, ranked #26.
Camelot Portfolios first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.05M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Camelot Portfolios held 15,572 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q2 2026.
- Camelot Portfolios sold 256 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
- Vanguard Morningstar Mid-Cap ETF made up 0.88% of Camelot Portfolios's portfolio in Q2 2026, its #26 holding.
- Camelot Portfolios first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Camelot Portfolios's Vanguard Morningstar Mid-Cap ETF position peaked at $4.05M in Q4 2021.
- 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.