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

Darden Wealth 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 Q2	$1.02M	Sell	12,712 -372	-3%	-$28.8K	0.41%	54
2026 Q1	$939K	Sell	13,084 -4,000	-23%	-$297K	0.48%	47
2025 Q4	$1.24M	Hold	17,084	–	–	0.6%	40
2025 Q3	$1.25M	Buy	17,084 +972	+6%	+$69.8K	0.66%	38
2025 Q2	$1.13M	Buy	16,112 +12,800	+386%	+$840K	0.68%	36
2025 Q1	$214K	Hold	3,312	–	–	0.17%	96
2024 Q4	$219K	Hold	3,312	–	–	0.15%	103
2024 Q3	$218K	Hold	3,312	–	–	0.16%	98
2024 Q2	$200K	Sell	3,312 -10,000	-75%	-$608K	0.12%	101
2024 Q1	$832K	Buy	13,312 +1,200	+10%	+$70.9K	0.65%	46
2023 Q4	$704K	Buy	+12,112	New	+$647K	0.68%	42

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

Darden Wealth Group's VO Position: Q2 2026 in Review

Darden Wealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, selling an estimated $28.8K and leaving 12,712 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #54.

Darden Wealth Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Darden Wealth Group held 12,712 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q2 2026.
Darden Wealth Group sold 372 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $28.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Darden Wealth Group's portfolio in Q2 2026, its #54 holding.
Darden Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.25M in Q3 2025.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.