Chapin Davis’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Chapin Davis’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	$1.51M	Buy	18,789 +61	+0.3%	+$4.73K	0.27%	67
2026 Q1	$1.34M	Buy	18,728 +1,664	+10%	+$124K	0.3%	67
2025 Q4	$1.24M	Buy	17,064 +4	+0%	+$291	0.29%	73
2025 Q3	$1.25M	Buy	17,060 +392	+2%	+$28.2K	0.31%	72
2025 Q2	$1.17M	Buy	16,668 +528	+3%	+$34.7K	0.32%	71
2025 Q1	$1.04M	Sell	16,140 -612	-4%	-$41.1K	0.36%	66
2024 Q4	$1.1M	Hold	16,752	–	–	0.36%	68
2024 Q3	$1.1M	Buy	16,752 +212	+1%	+$13.3K	0.36%	69
2024 Q2	$1M	Buy	16,540 +32	+0.2%	+$1.95K	0.34%	68
2024 Q1	$1.03M	Buy	16,508 +520	+3%	+$30.7K	0.38%	65
2023 Q4	$930K	Hold	15,988	–	–	0.39%	65
2023 Q3	$832K	Buy	15,988 +2,124	+15%	+$116K	0.4%	66
2023 Q2	$763K	Buy	13,864 +352	+3%	+$18.5K	0.36%	75
2023 Q1	$713K	Buy	13,512 +3,768	+39%	+$200K	0.37%	75
2022 Q4	$496K	Buy	+9,744	New	+$496K	0.29%	93

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

Chapin Davis's VO Position: Q2 2026 in Review

Chapin Davis increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.33% in Q2 2026, buying an estimated $4.73K and bringing the position to 18,789 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #67.

Chapin Davis first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Chapin Davis held 18,789 shares of Vanguard Morningstar Mid-Cap ETF worth $1.51M as of Q2 2026.
Chapin Davis bought 61 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.73K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Chapin Davis's portfolio in Q2 2026, its #67 holding.
Chapin Davis first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.