DBRC
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D.B. Root & Company’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

D.B. Root & Company's VO Position: Q1 2026 in Review

D.B. Root & Company reduced its Vanguard Mid-Cap ETF (VO) stake by 6% in Q1 2026, selling an estimated $277K and leaving 57,952 shares worth $4.16M. The position accounts for 0.99% of the portfolio, ranked #23.

D.B. Root & Company first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.8M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • D.B. Root & Company held 57,952 shares of Vanguard Mid-Cap ETF worth $4.16M as of Q1 2026.
  • D.B. Root & Company sold 3,728 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $277K.
  • Vanguard Mid-Cap ETF made up 0.99% of D.B. Root & Company's portfolio in Q1 2026, its #23 holding.
  • D.B. Root & Company first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • D.B. Root & Company's Vanguard Mid-Cap ETF position peaked at $13.8M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.