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Dana Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dana Investment Advisors’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 		$1.78M Buy
22,115
+4,115
+23% +$319K 0.05% 355
2026
Q1 		$1.29M Sell
18,000
-732
-4% -$54.4K 0.04% 377
2025
Q4 		$1.36M Sell
18,732
-1,712
-8% -$125K 0.04% 367
2025
Q3 		$1.5M Sell
20,444
-5,748
-22% -$413K 0.04% 345
2025
Q2 		$1.83M Sell
26,192
-6,404
-20% -$420K 0.06% 291
2025
Q1 		$2.11M Sell
32,596
-696
-2% -$46.7K 0.08% 270
2024
Q4 		$2.2M Sell
33,292
-760
-2% -$51.6K 0.07% 275
2024
Q3 		$2.25M Sell
34,052
-272
-0.8% -$17.1K 0.07% 270
2024
Q2 		$2.08M Sell
34,324
-768
-2% -$46.7K 0.07% 274
2024
Q1 		$2.19M Sell
35,092
-5,352
-13% -$316K 0.07% 276
2023
Q4 		$2.35M Sell
40,444
-4,616
-10% -$247K 0.11% 143
2023
Q3 		$2.35M Buy
45,060
+180
+0.4% +$9.87K 0.12% 132
2023
Q2 		$2.47M Buy
44,880
+3,492
+8% +$183K 0.12% 124
2023
Q1 		$2.18M Buy
41,388
+488
+1% +$26K 0.11% 127
2022
Q4 		$2.08M Buy
40,900
+428
+1% +$21.8K 0.11% 125
2022
Q3 		$1.9M Buy
40,472
+216
+0.5% +$11.3K 0.11% 130
2022
Q2 		$1.98M Sell
40,256
-2,016
-5% -$109K 0.1% 141
2022
Q1 		$2.51M Sell
42,272
-580
-1% -$34K 0.12% 113
2021
Q4 		$2.73M Buy
42,852
+596
+1% +$37.4K 0.12% 113
2021
Q3 		$2.5M Buy
42,256
+716
+2% +$43.3K 0.11% 113
2021
Q2 		$2.46M Buy
41,540
+540
+1% +$31.3K 0.11% 116
2021
Q1 		$2.27M Buy
41,000
+1,924
+5% +$104K 0.1% 124
2020
Q4 		$2.02M Buy
39,076
+1,128
+3% +$54.6K 0.1% 133
2020
Q3 		$1.67M Sell
37,948
-12
-0% -$523 0.09% 129
2020
Q2 		$1.56M Buy
37,960
+2,116
+6% +$81.1K 0.08% 143
2020
Q1 		$1.18M Sell
35,844
-1,156
-3% -$47.9K 0.07% 155
2019
Q4 		$1.65M Buy
37,000
+10,692
+41% +$459K 0.08% 160
2019
Q3 		$1.1M Buy
26,308
+4,336
+20% +$181K 0.06% 188
2019
Q2 		$918K Buy
21,972
+1,232
+6% +$50.4K 0.05% 197
2019
Q1 		$833K Buy
20,740
+3,496
+20% +$134K 0.04% 210
2018
Q4 		$596K Sell
17,244
-400
-2% -$15K 0.03% 216
2018
Q3 		$724K Buy
17,644
+2,544
+17% +$104K 0.03% 222
2018
Q2 		$595K Hold
15,100
– – 0.03% 220
2018
Q1 		$582K Hold
15,100
– – 0.03% 220
2017
Q4 		$584K Buy
15,100
+1,464
+11% +$55.3K 0.03% 221
2017
Q3 		$501K Buy
13,636
+696
+5% +$25.1K 0.02% 219
2017
Q2 		$461K Buy
+12,940
New +$457K 0.02% 228

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Dana Investment Advisors's VO Position: Q2 2026 in Review

Dana Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2026, buying an estimated $319K and bringing the position to 22,115 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #355.

Dana Investment Advisors first reported a position in VO in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.73M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Dana Investment Advisors held 22,115 shares of Vanguard Morningstar Mid-Cap ETF worth $1.78M as of Q2 2026.
  • Dana Investment Advisors bought 4,115 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $319K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Dana Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • Dana Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Dana Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.73M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.