D.B. Root & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

D.B. Root & Company’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	$4.35M	Sell	53,963 -3,989	-7%	-$309K	0.92%	23
2026 Q1	$4.16M	Sell	57,952 -3,728	-6%	-$277K	0.99%	23
2025 Q4	$4.48M	Sell	61,680 -126,504	-67%	-$9.2M	1.09%	22
2025 Q3	$13.8M	Buy	188,184 +29,464	+19%	+$2.12M	3.51%	5
2025 Q2	$11.1M	Buy	158,720 +48,660	+44%	+$3.19M	3.28%	5
2025 Q1	$7.12M	Buy	110,060 +32,160	+41%	+$2.16M	2.3%	6
2024 Q4	$5.14M	Buy	+77,900	New	+$5.29M	1.64%	11

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

D.B. Root & Company's VO Position: Q2 2026 in Review

D.B. Root & Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, selling an estimated $309K and leaving 53,963 shares worth $4.35M. The position accounts for 0.92% of the portfolio, ranked #23.

D.B. Root & Company first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.8M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

D.B. Root & Company held 53,963 shares of Vanguard Morningstar Mid-Cap ETF worth $4.35M as of Q2 2026.
D.B. Root & Company sold 3,989 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $309K.
Vanguard Morningstar Mid-Cap ETF made up 0.92% of D.B. Root & Company's portfolio in Q2 2026, its #23 holding.
D.B. Root & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
D.B. Root & Company's Vanguard Morningstar Mid-Cap ETF position peaked at $13.8M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.