Cheviot Value Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cheviot Value 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	$6.45K	Hold	80	–	–	﹤0.01%	324
2026 Q1	$5.74K	Hold	80	–	–	﹤0.01%	313
2025 Q4	$5.99K	Hold	80	–	–	﹤0.01%	307
2025 Q3	$5.87K	Hold	80	–	–	﹤0.01%	329
2025 Q2	$5.67K	Hold	80	–	–	﹤0.01%	311
2025 Q1	$5.21K	Buy	+80	New	+$5.37K	﹤0.01%	312

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

Cheviot Value Management's VO Position: Q2 2026 in Review

Cheviot Value Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 80 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Cheviot Value Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cheviot Value Management held 80 shares of Vanguard Morningstar Mid-Cap ETF worth $6.45K as of Q2 2026.
Cheviot Value Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #324 holding.
Cheviot Value Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.