D.A. Davidson & Co’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 | $36.4M | Buy |
452,353
+21,457
| +5% | +$1.66M | 0.2% | 85 |
|
|
2026
Q1 | $30.9M | Sell |
430,896
-208
| -0% | -$15.5K | 0.19% | 88 |
|
|
2025
Q4 | $31.3M | Buy |
431,104
+60,752
| +16% | +$4.42M | 0.19% | 86 |
|
|
2025
Q3 | $27.2M | Buy |
370,352
+93,272
| +34% | +$6.7M | 0.17% | 101 |
|
|
2025
Q2 | $19.4M | Buy |
277,080
+45,108
| +19% | +$2.96M | 0.14% | 122 |
|
|
2025
Q1 | $15M | Buy |
231,972
+7,232
| +3% | +$485K | 0.12% | 139 |
|
|
2024
Q4 | $14.8M | Buy |
224,740
+1,188
| +0.5% | +$80.7K | 0.12% | 137 |
|
|
2024
Q3 | $14.7M | Sell |
223,552
-11,940
| -5% | -$750K | 0.12% | 131 |
|
|
2024
Q2 | $14.3M | Buy |
235,492
+2,116
| +0.9% | +$129K | 0.13% | 129 |
|
|
2024
Q1 | $14.6M | Buy |
233,376
+14,008
| +6% | +$828K | 0.13% | 127 |
|
|
2023
Q4 | $12.8M | Buy |
219,368
+22,628
| +12% | +$1.21M | 0.13% | 128 |
|
|
2023
Q3 | $10.2M | Buy |
196,740
+13,540
| +7% | +$743K | 0.11% | 149 |
|
|
2023
Q2 | $10.1M | Buy |
183,200
+1,992
| +1% | +$104K | 0.11% | 151 |
|
|
2023
Q1 | $9.55M | Buy |
181,208
+19,448
| +12% | +$1.03M | 0.11% | 151 |
|
|
2022
Q4 | $8.24M | Buy |
161,760
+2,300
| +1% | +$117K | 0.1% | 174 |
|
|
2022
Q3 | $7.49M | Buy |
159,460
+9,552
| +6% | +$499K | 0.1% | 175 |
|
|
2022
Q2 | $7.38M | Sell |
149,908
-560
| -0.4% | -$30.3K | 0.09% | 175 |
|
|
2022
Q1 | $8.95M | Buy |
150,468
+9,472
| +7% | +$556K | 0.1% | 165 |
|
|
2021
Q4 | $8.98M | Buy |
140,996
+16,064
| +13% | +$1.01M | 0.1% | 167 |
|
|
2021
Q3 | $7.39M | Buy |
124,932
+3,644
| +3% | +$220K | 0.09% | 186 |
|
|
2021
Q2 | $7.2M | Buy |
121,288
+7,496
| +7% | +$434K | 0.08% | 189 |
|
|
2021
Q1 | $6.3M | Buy |
113,792
+3,324
| +3% | +$180K | 0.08% | 192 |
|
|
2020
Q4 | $5.71M | Buy |
110,468
+1,484
| +1% | +$71.9K | 0.09% | 169 |
|
|
2020
Q3 | $4.8M | Buy |
108,984
+4,212
| +4% | +$184K | 0.08% | 172 |
|
|
2020
Q2 | $4.29M | Buy |
104,772
+8,380
| +9% | +$321K | 0.08% | 173 |
|
|
2020
Q1 | $3.17M | Sell |
96,392
-10,604
| -10% | -$439K | 0.06% | 226 |
|
|
2019
Q4 | $4.77M | Buy |
106,996
+6,768
| +7% | +$291K | 0.08% | 201 |
|
|
2019
Q3 | $4.2M | Buy |
100,228
+6,156
| +7% | +$257K | 0.08% | 206 |
|
|
2019
Q2 | $3.93M | Buy |
94,072
+20,312
| +28% | +$831K | 0.07% | 205 |
|
|
2019
Q1 | $2.95M | Buy |
73,760
+3,568
| +5% | +$137K | 0.05% | 286 |
|
|
2018
Q4 | $2.42M | Buy |
70,192
+7,236
| +11% | +$272K | 0.05% | 294 |
|
|
2018
Q3 | $2.58M | Sell |
62,956
-5,428
| -8% | -$221K | 0.05% | 304 |
|
|
2018
Q2 | $2.69M | Buy |
68,384
+4,580
| +7% | +$180K | 0.05% | 281 |
|
|
2018
Q1 | $2.46M | Buy |
63,804
+3,092
| +5% | +$122K | 0.05% | 284 |
|
|
2017
Q4 | $2.35M | Buy |
60,712
+7,740
| +15% | +$292K | 0.05% | 291 |
|
|
2017
Q3 | $1.95M | Buy |
52,972
+5,548
| +12% | +$200K | 0.04% | 357 |
|
|
2017
Q2 | $1.69M | Buy |
47,424
+12,344
| +35% | +$436K | 0.04% | 345 |
|
|
2017
Q1 | $1.22M | Buy |
35,080
+11,060
| +46% | +$380K | 0.03% | 400 |
|
|
2016
Q4 | $790K | Sell |
24,020
-11,376
| -32% | -$368K | 0.02% | 521 |
|
|
2016
Q3 | $1.14M | Buy |
35,396
+8,064
| +30% | +$259K | 0.03% | 433 |
|
|
2016
Q2 | $844K | Buy |
27,332
+3,752
| +16% | +$115K | 0.02% | 428 |
|
|
2016
Q1 | $714K | Sell |
23,580
-6,324
| -21% | -$179K | 0.02% | 451 |
|
|
2015
Q4 | $897K | Buy |
29,904
+8,332
| +39% | +$254K | 0.03% | 424 |
|
|
2015
Q3 | $628K | Buy |
21,572
+604
| +3% | +$18.8K | 0.02% | 478 |
|
|
2015
Q2 | $667K | Sell |
20,968
-644
| -3% | -$20.9K | 0.02% | 497 |
|
|
2015
Q1 | $716K | Buy |
21,612
+2,644
| +14% | +$83.1K | 0.02% | 483 |
|
|
2014
Q4 | $585K | Sell |
18,968
-420
| -2% | -$12.7K | 0.02% | 539 |
|
|
2014
Q3 | $567K | Sell |
19,388
-760
| -4% | -$22.6K | 0.02% | 553 |
|
|
2014
Q2 | $597K | Sell |
20,148
-212
| -1% | -$6.05K | 0.02% | 548 |
|
|
2014
Q1 | $577K | Buy |
20,360
+368
| +2% | +$10.2K | 0.02% | 562 |
|
|
2013
Q4 | $549K | Buy |
19,992
+2,912
| +17% | +$77.5K | 0.02% | 554 |
|
|
2013
Q3 | $437K | Buy |
17,080
+16
| +0.1% | +$401 | 0.02% | 533 |
|
|
2013
Q2 | $405K | Buy |
+17,064
| New | +$405K | 0.02% | 527 |
|
Other funds holding VO
D.A. Davidson & Co's VO Position: Q2 2026 in Review
D.A. Davidson & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q2 2026, buying an estimated $1.66M and bringing the position to 452,353 shares worth $36.4M. The position accounts for 0.2% of the portfolio, ranked #85.
D.A. Davidson & Co first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- D.A. Davidson & Co held 452,353 shares of Vanguard Morningstar Mid-Cap ETF worth $36.4M as of Q2 2026.
- D.A. Davidson & Co bought 21,457 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.66M.
- Vanguard Morningstar Mid-Cap ETF made up 0.2% of D.A. Davidson & Co's portfolio in Q2 2026, its #85 holding.
- D.A. Davidson & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.