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

Covestor’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 		$566K Buy
7,024
+496
+8% +$38.5K 0.33% 50
2026
Q1 		$469K Buy
6,528
+268
+4% +$19.9K 0.32% 49
2025
Q4 		$454K Buy
6,260
+236
+4% +$17.2K 0.24% 50
2025
Q3 		$442K Buy
6,024
+312
+5% +$22.4K 0.24% 40
2025
Q2 		$400K Buy
5,712
+1,624
+40% +$107K 0.24% 46
2025
Q1 		$264K Sell
4,088
-284
-6% -$19.1K 0.18% 73
2024
Q4 		$289K Buy
4,372
+60
+1% +$4.07K 0.18% 66
2024
Q3 		$285K Buy
4,312
+312
+8% +$19.6K 0.18% 69
2024
Q2 		$242K Buy
4,000
+200
+5% +$12.2K 0.16% 110
2024
Q1 		$238K Buy
3,800
+452
+14% +$26.7K 0.15% 109
2023
Q4 		$195K Sell
3,348
-44
-1% -$2.35K 0.13% 149
2023
Q3 		$177K Sell
3,392
-100
-3% -$5.48K 0.13% 150
2023
Q2 		$192K Buy
3,492
+168
+5% +$8.81K 0.15% 135
2023
Q1 		$175K Buy
3,324
+148
+5% +$7.87K 0.15% 146
2022
Q4 		$162K Buy
3,176
+240
+8% +$12.2K 0.13% 185
2022
Q3 		$138K Buy
2,936
+260
+10% +$13.6K 0.12% 201
2022
Q2 		$132K Sell
2,676
-144
-5% -$7.78K 0.1% 259
2022
Q1 		$168K Buy
2,820
+1,464
+108% +$85.9K 0.11% 218
2021
Q4 		$86K Buy
+1,356
New +$85K 0.12% 233

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Covestor's VO Position: Q2 2026 in Review

Covestor increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 7,024 shares worth $566K. The position accounts for 0.33% of the portfolio, ranked #50.

Covestor first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Covestor held 7,024 shares of Vanguard Morningstar Mid-Cap ETF worth $566K as of Q2 2026.
  • Covestor bought 496 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.33% of Covestor's portfolio in Q2 2026, its #50 holding.
  • Covestor first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.