DDC
VO icon

DF Dent & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DF Dent & Co’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 		$257K Hold
3,184
– – ﹤0.01% 254
2026
Q1 		$229K Buy
3,184
+384
+14% +$28.5K ﹤0.01% 255
2025
Q4 		$203K Hold
2,800
– – ﹤0.01% 259
2025
Q3 		$206K Buy
+2,800
New +$201K ﹤0.01% 269
2025
Q2 		– Sell
-10,376
Closed -$671K – 271
2025
Q1 		$671K Buy
10,376
+504
+5% +$33.8K 0.01% 184
2024
Q4 		$652K Sell
9,872
-260
-3% -$17.7K 0.01% 188
2024
Q3 		$668K Hold
10,132
– – 0.01% 187
2024
Q2 		$613K Hold
10,132
– – 0.01% 177
2024
Q1 		$633K Hold
10,132
– – 0.01% 186
2023
Q4 		$589K Hold
10,132
– – 0.01% 183
2023
Q3 		$527K Hold
10,132
– – 0.01% 186
2023
Q2 		$558K Hold
10,132
– – 0.01% 191
2023
Q1 		$534K Sell
10,132
-1,248
-11% -$66.4K 0.01% 188
2022
Q4 		$580K Sell
11,380
-868
-7% -$44.2K 0.01% 180
2022
Q3 		$576K Buy
12,248
+868
+8% +$45.4K 0.01% 173
2022
Q2 		$560K Hold
11,380
– – 0.01% 165
2022
Q1 		$677K Hold
11,380
– – 0.01% 172
2021
Q4 		$725K Buy
11,380
+1,248
+12% +$78.2K 0.01% 171
2021
Q3 		$600K Hold
10,132
– – 0.01% 179
2021
Q2 		$601K Hold
10,132
– – 0.01% 174
2021
Q1 		$561K Sell
10,132
-1,996
-16% -$108K 0.01% 172
2020
Q4 		$627K Buy
12,128
+1,996
+20% +$96.6K 0.01% 157
2020
Q3 		$446K Sell
10,132
-656
-6% -$28.6K 0.01% 163
2020
Q2 		$442K Buy
10,788
+656
+6% +$25.1K 0.01% 156
2020
Q1 		$333K Buy
+10,132
New +$420K 0.01% 169

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

DF Dent & Co's VO Position: Q2 2026 in Review

DF Dent & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,184 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

DF Dent & Co first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $725K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • DF Dent & Co held 3,184 shares of Vanguard Morningstar Mid-Cap ETF worth $257K as of Q2 2026.
  • DF Dent & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of DF Dent & Co's portfolio in Q2 2026, its #254 holding.
  • DF Dent & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • DF Dent & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $725K in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.