Dala Group
VO icon

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

Dala Group’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
Q3 		$1.64M Sell
20,927
-125
-0.6% -$10.2K 1.22% 17
2026
Q2 		$1.7M Sell
21,052
-5,768
-22% -$447K 1.4% 17
2026
Q1 		$1.93M Sell
26,820
-23,112
-46% -$1.72M 1.61% 14
2025
Q4 		$3.62M Buy
+49,932
New +$3.63M 3.14% 8

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dala Group's VO Position: Q3 2026 in Review

Dala Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.59% in Q3 2026, selling an estimated $10.2K and leaving 20,927 shares worth $1.64M. The position accounts for 1.22% of the portfolio, ranked #17.

Dala Group first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.62M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Dala Group held 20,927 shares of Vanguard Morningstar Mid-Cap ETF worth $1.64M as of Q3 2026.
  • Dala Group sold 125 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $10.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.22% of Dala Group's portfolio in Q3 2026, its #17 holding.
  • Dala Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.62M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.