DeDora Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.52M | Sell |
31,325
-967
| -3% | -$75K | 0.55% | 46 |
|
|
2026
Q1 | $2.32M | Sell |
32,292
-292
| -0.9% | -$21.7K | 0.57% | 44 |
|
|
2025
Q4 | $2.36M | Sell |
32,584
-240
| -0.7% | -$17.5K | 0.56% | 46 |
|
|
2025
Q3 | $2.41M | Sell |
32,824
-88
| -0.3% | -$6.32K | 0.58% | 42 |
|
|
2025
Q2 | $2.3M | Sell |
32,912
-536
| -2% | -$35.2K | 0.6% | 43 |
|
|
2025
Q1 | $2.16M | Buy |
33,448
+164
| +0.5% | +$11K | 0.62% | 42 |
|
|
2024
Q4 | $2.2M | Buy |
33,284
+704
| +2% | +$47.8K | 0.6% | 41 |
|
|
2024
Q3 | $2.15M | Sell |
32,580
-112
| -0.3% | -$7.03K | 0.6% | 41 |
|
|
2024
Q2 | $1.98M | Sell |
32,692
-40
| -0.1% | -$2.43K | 0.61% | 39 |
|
|
2024
Q1 | $2.04M | Sell |
32,732
-5,996
| -15% | -$354K | 0.65% | 39 |
|
|
2023
Q4 | $2.25M | Sell |
38,728
-732
| -2% | -$39.1K | 0.79% | 34 |
|
|
2023
Q3 | $2.05M | Sell |
39,460
-600
| -1% | -$32.9K | 0.81% | 34 |
|
|
2023
Q2 | $2.2M | Sell |
40,060
-204
| -0.5% | -$10.7K | 0.85% | 28 |
|
|
2023
Q1 | $2.12M | Sell |
40,264
-556
| -1% | -$29.6K | 0.91% | 25 |
|
|
2022
Q4 | $2.08M | Sell |
40,820
-368
| -0.9% | -$18.7K | 0.99% | 23 |
|
|
2022
Q3 | $1.94M | Buy |
41,188
+484
| +1% | +$25.3K | 1.01% | 24 |
|
|
2022
Q2 | $2M | Sell |
40,704
-1,132
| -3% | -$61.2K | 1.01% | 24 |
|
|
2022
Q1 | $2.49M | Buy |
+41,836
| New | +$2.45M | 1.01% | 21 |
|
|
2021
Q4 | – | Sell |
-42,724
| Closed | -$2.53M | – | 108 |
|
|
2021
Q3 | $2.53M | Sell |
42,724
-56
| -0.1% | -$3.38K | 1.1% | 22 |
|
|
2021
Q2 | $2.54M | Sell |
42,780
-9,184
| -18% | -$532K | 1.11% | 23 |
|
|
2021
Q1 | $2.88M | Sell |
51,964
-1,700
| -3% | -$92.3K | 1.36% | 17 |
|
|
2020
Q4 | $2.77M | Buy |
53,664
+32
| +0.1% | +$1.55K | 1.37% | 18 |
|
|
2020
Q3 | $2.36M | Sell |
53,632
-2,604
| -5% | -$113K | 1.32% | 20 |
|
|
2020
Q2 | $2.3M | Sell |
56,236
-2,032
| -3% | -$77.8K | 1.39% | 17 |
|
|
2020
Q1 | $1.92M | Buy |
58,268
+716
| +1% | +$29.6K | 1.45% | 18 |
|
|
2019
Q4 | $2.56M | Sell |
57,552
-1,704
| -3% | -$73.2K | 1.54% | 11 |
|
|
2019
Q3 | $2.48M | Sell |
59,256
-1,488
| -2% | -$62.2K | 1.72% | 12 |
|
|
2019
Q2 | $2.54M | Sell |
60,744
-424
| -0.7% | -$17.4K | 1.79% | 11 |
|
|
2019
Q1 | $2.46M | Sell |
61,168
-1,044
| -2% | -$40.2K | 1.85% | 10 |
|
|
2018
Q4 | $2.15M | Sell |
62,212
-436
| -0.7% | -$16.4K | 1.9% | 11 |
|
|
2018
Q3 | $2.57M | Sell |
62,648
-7,520
| -11% | -$307K | 1.95% | 11 |
|
|
2018
Q2 | $2.77M | Buy |
70,168
+18,156
| +35% | +$713K | 2.18% | 9 |
|
|
2018
Q1 | $2M | Buy |
52,012
+180
| +0.3% | +$7.09K | 1.63% | 11 |
|
|
2017
Q4 | $2.01M | Buy |
+51,832
| New | +$1.96M | 1.66% | 11 |
|
Other funds holding VO
JFG
NHC
BTCPP
MT
CA
SWM
DeDora Capital's VO Position: Q2 2026 in Review
DeDora Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, selling an estimated $75K and leaving 31,325 shares worth $2.52M. The position accounts for 0.55% of the portfolio, ranked #46.
DeDora Capital first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.88M in Q1 2021. 1,662 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- DeDora Capital held 31,325 shares of Vanguard Morningstar Mid-Cap ETF worth $2.52M as of Q2 2026.
- DeDora Capital sold 967 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $75K.
- Vanguard Morningstar Mid-Cap ETF made up 0.55% of DeDora Capital's portfolio in Q2 2026, its #46 holding.
- DeDora Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- DeDora Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $2.88M in Q1 2021.
- 1,662 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.