DHJJ Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DHJJ Financial Advisors’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	$492K	Sell	6,113 -1,271	-17%	-$98.5K	0.14%	114
2026 Q1	$530K	Buy	7,384 +1,952	+36%	+$145K	0.18%	98
2025 Q4	$394K	Buy	5,432 +2,152	+66%	+$157K	0.13%	121
2025 Q3	$241K	Sell	3,280 -48	-1%	-$3.45K	0.08%	160
2025 Q2	$233K	Buy	3,328 +196	+6%	+$12.9K	0.08%	158
2025 Q1	$203K	Buy	3,132 +56	+2%	+$3.76K	0.08%	159
2024 Q4	$203K	Sell	3,076 -40	-1%	-$2.72K	0.08%	155
2024 Q3	$206K	Hold	3,116	–	–	0.08%	148
2024 Q2	$189K	Hold	3,116	–	–	0.08%	147
2024 Q1	$195K	Hold	3,116	–	–	0.09%	141
2023 Q4	$181K	Buy	3,116 +12	+0.4%	+$641	0.08%	143
2023 Q3	$162K	Buy	+3,104	New	+$170K	0.08%	142

Other funds holding VO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

DHJJ Financial Advisors's VO Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, selling an estimated $98.5K and leaving 6,113 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #114.

DHJJ Financial Advisors first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $530K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DHJJ Financial Advisors held 6,113 shares of Vanguard Morningstar Mid-Cap ETF worth $492K as of Q2 2026.
DHJJ Financial Advisors sold 1,271 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $98.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of DHJJ Financial Advisors's portfolio in Q2 2026, its #114 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $530K in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.