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Daviman Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Daviman Financial’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 		$844K Sell
10,476
-704
-6% -$54.6K 0.47% 40
2026
Q1 		$803K Sell
11,180
-2,256
-17% -$168K 0.47% 34
2025
Q4 		$975K Buy
+13,436
New +$977K 0.57% 32

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

Daviman Financial's VO Position: Q2 2026 in Review

Daviman Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q2 2026, selling an estimated $54.6K and leaving 10,476 shares worth $844K. The position accounts for 0.47% of the portfolio, ranked #40.

Daviman Financial first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $975K in Q4 2025. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Daviman Financial held 10,476 shares of Vanguard Morningstar Mid-Cap ETF worth $844K as of Q2 2026.
  • Daviman Financial sold 704 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $54.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.47% of Daviman Financial's portfolio in Q2 2026, its #40 holding.
  • Daviman Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Daviman Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $975K in Q4 2025.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.