DGS Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DGS Capital Management’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 Q1	$398K	Buy	5,544 +884	+19%	+$65.7K	0.07%	302
2025 Q4	$338K	Buy	4,660 +36	+0.8%	+$2.62K	0.06%	291
2025 Q3	$340K	Sell	4,624 -484	-9%	-$34.8K	0.06%	256
2025 Q2	$357K	Sell	5,108 -372	-7%	-$24.4K	0.07%	214
2025 Q1	$354K	Sell	5,480 -2,108	-28%	-$141K	0.09%	204
2024 Q4	$501K	Sell	7,588 -656	-8%	-$44.5K	0.13%	150
2024 Q3	$544K	Sell	8,244 -1,300	-14%	-$81.6K	0.15%	147
2024 Q2	$578K	Buy	9,544 +980	+11%	+$59.6K	0.16%	122
2024 Q1	$535K	Buy	+8,564	New	+$506K	0.15%	123

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DGS Capital Management's VO Position: Q1 2026 in Review

DGS Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q1 2026, buying an estimated $65.7K and bringing the position to 5,544 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #302.

DGS Capital Management first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $578K in Q2 2024. 2,396 funds tracked by Wall St. Rank hold VO as of Q1 2026.

DGS Capital Management held 5,544 shares of Vanguard Morningstar Mid-Cap ETF worth $398K as of Q1 2026.
DGS Capital Management bought 884 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $65.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #302 holding.
DGS Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
DGS Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $578K in Q2 2024.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.