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

DAGCO Inc’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	–	Sell	-2,356	Closed	-$169K	–	339
2026 Q1	$169K	Hold	2,356	–	–	0.04%	112
2025 Q4	$171K	Sell	2,356 -88	-4%	-$6.4K	0.04%	103
2025 Q3	$179K	Hold	2,444	–	–	0.05%	102
2025 Q2	$171K	Hold	2,444	–	–	0.05%	102
2025 Q1	$158K	Buy	+2,444	New	+$164K	0.05%	100
2024 Q4	–	Sell	-5,272	Closed	-$348K	–	209
2024 Q3	$348K	Sell	5,272 -58,604	-92%	-$3.68M	0.14%	69
2024 Q2	$3.87M	Buy	63,876 +488	+0.8%	+$29.7K	1.72%	15
2024 Q1	$3.96M	Buy	+63,388	New	+$3.75M	1.8%	15
2023 Q4	–	Sell	-13,916	Closed	-$818K	–	282
2023 Q3	$818K	Sell	13,916 -47,596	-77%	-$2.61M	0.42%	43
2023 Q2	$3.39M	Buy	61,512 +15,168	+33%	+$795K	1.68%	16
2023 Q1	$2.44M	Buy	46,344 +30,460	+192%	+$1.62M	1.31%	23
2022 Q4	$809K	Buy	15,884 +10,512	+196%	+$535K	0.47%	47
2022 Q3	$252K	Sell	5,372 -232	-4%	-$12.1K	0.16%	84
2022 Q2	$276K	Buy	5,604 +2,204	+65%	+$119K	0.14%	89
2022 Q1	$201K	Buy	+3,400	New	+$199K	0.09%	100

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

DAGCO Inc's VO Position: Q2 2026 in Review

DAGCO Inc sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 2,356 shares — an estimated $169K sold.

DAGCO Inc first reported a position in VO in Q1 2022 and held it in 15 quarters. The position peaked at $3.96M in Q1 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DAGCO Inc reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
DAGCO Inc sold 2,356 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $169K.
DAGCO Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and held it in 15 quarters.
DAGCO Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $3.96M in Q1 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.