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

Chandler 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 Q1	$1.59M	Hold	22,132	–	–	0.24%	21
2025 Q4	$1.61M	Hold	22,132	–	–	0.25%	19
2025 Q3	$1.63M	Hold	22,132	–	–	0.27%	18
2025 Q2	$1.55M	Hold	22,132	–	–	0.28%	18
2025 Q1	$1.43M	Hold	22,132	–	–	0.27%	18
2024 Q4	$1.46M	Hold	22,132	–	–	0.28%	15
2024 Q3	$1.46M	Hold	22,132	–	–	0.28%	15
2024 Q2	$1.34M	Hold	22,132	–	–	0.27%	17
2024 Q1	$1.38M	Hold	22,132	–	–	0.28%	16
2023 Q4	$1.29M	Hold	22,132	–	–	0.3%	16
2023 Q3	$1.15M	Hold	22,132	–	–	0.28%	17
2023 Q2	$1.22M	Hold	22,132	–	–	0.32%	16
2023 Q1	$1.17M	Hold	22,132	–	–	0.28%	17
2022 Q4	$1.04M	Hold	22,132	–	–	0.3%	16
2022 Q3	$1.04M	Hold	22,132	–	–	0.3%	16
2022 Q2	$1.09M	Hold	22,132	–	–	0.31%	15
2022 Q1	$1.32M	Hold	22,132	–	–	0.32%	15
2021 Q4	$1.41M	Hold	22,132	–	–	0.33%	15
2021 Q3	$1.31M	Hold	22,132	–	–	0.34%	14
2021 Q2	$1.31M	Hold	22,132	–	–	0.34%	15
2021 Q1	$1.23M	Hold	22,132	–	–	0.35%	16
2020 Q4	$1.14M	Hold	22,132	–	–	0.35%	15
2020 Q3	$975K	Hold	22,132	–	–	0.35%	15
2020 Q2	$907K	Hold	22,132	–	–	0.39%	14
2020 Q1	$728K	Hold	22,132	–	–	0.38%	14
2019 Q4	$986K	Hold	22,132	–	–	0.41%	14
2019 Q3	$927K	Buy	22,132 +16,400	+286%	+$685K	0.42%	14
2019 Q2	$240K	Hold	5,732	–	–	0.15%	16
2019 Q1	$230K	Hold	5,732	–	–	0.15%	16
2018 Q4	$235K	Hold	5,732	–	–	0.16%	16
2018 Q3	$235K	Buy	+5,732	New	+$234K	0.16%	16

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Chandler Asset Management's VO Position: Q1 2026 in Review

Chandler Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 22,132 shares worth $1.59M. The position accounts for 0.24% of the portfolio, ranked #21.

Chandler Asset Management first reported a position in VO in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q3 2025. 2,391 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Chandler Asset Management held 22,132 shares of Vanguard Morningstar Mid-Cap ETF worth $1.59M as of Q1 2026.
Chandler Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Chandler Asset Management's portfolio in Q1 2026, its #21 holding.
Chandler Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and has held it in 31 quarters since.
Chandler Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.63M in Q3 2025.
2,391 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Chandler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.