David J. Yvars Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

David J. Yvars 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	$438K	Buy	5,437 +525	+11%	+$40.7K	0.21%	60
2026 Q1	$353K	Hold	4,912	–	–	0.2%	59
2025 Q4	$356K	Hold	4,912	–	–	0.19%	62
2025 Q3	$361K	Sell	4,912 -60	-1%	-$4.31K	0.19%	62
2025 Q2	$348K	Hold	4,972	–	–	0.2%	57
2025 Q1	$321K	Hold	4,972	–	–	0.25%	50
2024 Q4	$328K	Hold	4,972	–	–	0.2%	59
2024 Q3	$328K	Hold	4,972	–	–	0.2%	58
2024 Q2	$301K	Hold	4,972	–	–	0.19%	58
2024 Q1	$311K	Hold	4,972	–	–	0.21%	57
2023 Q4	$289K	Hold	4,972	–	–	0.23%	53
2023 Q3	$259K	Hold	4,972	–	–	0.22%	57
2023 Q2	$274K	Hold	4,972	–	–	0.23%	59
2023 Q1	$262K	Hold	4,972	–	–	0.24%	59
2022 Q4	$253K	Hold	4,972	–	–	0.32%	51
2022 Q3	$234K	Hold	4,972	–	–	0.26%	52
2022 Q2	$248K	Buy	4,972 +248	+5%	+$13.4K	0.34%	48
2022 Q1	$281K	Hold	4,724	–	–	0.2%	65
2021 Q4	$301K	Hold	4,724	–	–	0.19%	62
2021 Q3	$283K	Buy	4,724 +56	+1%	+$3.38K	0.17%	68
2021 Q2	$277K	Hold	4,668	–	–	0.16%	72
2021 Q1	$258K	Buy	+4,668	New	+$253K	0.16%	68

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

David J. Yvars Group's VO Position: Q2 2026 in Review

David J. Yvars Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $40.7K and bringing the position to 5,437 shares worth $438K. The position accounts for 0.21% of the portfolio, ranked #60.

David J. Yvars Group first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

David J. Yvars Group held 5,437 shares of Vanguard Morningstar Mid-Cap ETF worth $438K as of Q2 2026.
David J. Yvars Group bought 525 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of David J. Yvars Group's portfolio in Q2 2026, its #60 holding.
David J. Yvars Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.