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Daymark Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Daymark Wealth Partners’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 		$11.8M Buy
146,479
+10,299
+8% +$798K 0.29% 69
2026
Q1 		$9.78M Buy
136,180
+404
+0.3% +$30K 0.31% 64
2025
Q4 		$9.85M Sell
135,776
-4,432
-3% -$322K 0.31% 61
2025
Q3 		$10.3M Buy
140,208
+2,288
+2% +$164K 0.35% 58
2025
Q2 		$9.65M Sell
137,920
-1,864
-1% -$122K 0.37% 55
2025
Q1 		$9.04M Sell
139,784
-73,344
-34% -$4.92M 0.39% 54
2024
Q4 		$14.1M Buy
213,128
+77,812
+58% +$5.28M 0.59% 38
2024
Q3 		$8.93M Buy
135,316
+3,132
+2% +$197K 0.38% 61
2024
Q2 		$8M Buy
132,184
+17,504
+15% +$1.06M 0.37% 61
2024
Q1 		$7.16M Buy
114,680
+12,028
+12% +$711K 0.39% 61
2023
Q4 		$5.97M Sell
102,652
-37,276
-27% -$1.99M 0.37% 65
2023
Q3 		$7.28M Buy
139,928
+13,332
+11% +$731K 0.5% 48
2023
Q2 		$6.97M Buy
126,596
+96,972
+327% +$5.08M 0.52% 46
2023
Q1 		$1.56M Buy
29,624
+20,768
+235% +$1.1M 0.21% 97
2022
Q4 		$451K Buy
+8,856
New +$451K 0.08% 156

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

Daymark Wealth Partners's VO Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.6% in Q2 2026, buying an estimated $798K and bringing the position to 146,479 shares worth $11.8M. The position accounts for 0.29% of the portfolio, ranked #69.

Daymark Wealth Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.1M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Daymark Wealth Partners held 146,479 shares of Vanguard Morningstar Mid-Cap ETF worth $11.8M as of Q2 2026.
  • Daymark Wealth Partners bought 10,299 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $798K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.29% of Daymark Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $14.1M in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.