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

Dentgroup’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
2025
Q4 		– Sell
-5,048
Closed -$371K – 98
2025
Q3 		$371K Sell
5,048
-12
-0.2% -$862 0.24% 80
2025
Q2 		$354K Sell
5,060
-4
-0.1% -$263 0.25% 75
2025
Q1 		$327K Hold
5,064
– – 0.25% 74
2024
Q4 		$334K Hold
5,064
– – 0.26% 72
2024
Q3 		$334K Sell
5,064
-416
-8% -$26.1K 0.25% 72
2024
Q2 		$332K Sell
5,480
-104
-2% -$6.32K 0.27% 69
2024
Q1 		$349K Buy
5,584
+20
+0.4% +$1.18K 0.29% 62
2023
Q4 		$324K Sell
5,564
-3,104
-36% -$166K 0.29% 66
2023
Q3 		$451K Sell
8,668
-448
-5% -$24.6K 0.33% 70
2023
Q2 		$502K Buy
9,116
+20
+0.2% +$1.05K 0.36% 66
2023
Q1 		$480K Buy
9,096
+64
+0.7% +$3.4K 0.39% 63
2022
Q4 		$460K Sell
9,032
-1,708
-16% -$87K 0.4% 61
2022
Q3 		$508K Buy
10,740
+820
+8% +$42.9K 0.51% 51
2022
Q2 		$488K Buy
9,920
+1,788
+22% +$96.6K 0.54% 52
2022
Q1 		$483K Buy
8,132
+232
+3% +$13.6K 0.47% 51
2021
Q4 		$503K Buy
+7,900
New +$495K 0.47% 56

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dentgroup's VO Position: Q4 2025 in Review

Dentgroup sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 5,048 shares — an estimated $371K sold.

Dentgroup first reported a position in VO in Q4 2021 and held it in 16 quarters. The position peaked at $508K in Q3 2022. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Dentgroup reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Dentgroup sold 5,048 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $371K.
  • Dentgroup first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
  • Dentgroup's Vanguard Morningstar Mid-Cap ETF position peaked at $508K in Q3 2022.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.