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

Diligent Investors’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	$792K	Buy	9,829 +1	+0%	+$78	0.18%	160
2026 Q1	$706K	Hold	9,828	–	–	0.17%	157
2025 Q4	$713K	Sell	9,828 -20	-0.2%	-$1.46K	0.18%	153
2025 Q3	$723K	Buy	9,848 +44	+0.4%	+$3.16K	0.18%	140
2025 Q2	$686K	Sell	9,804 -20	-0.2%	-$1.31K	0.16%	155
2025 Q1	$635K	Hold	9,824	–	–	0.15%	163
2024 Q4	$649K	Hold	9,824	–	–	0.15%	169
2024 Q3	$648K	Hold	9,824	–	–	0.15%	169
2024 Q2	$595K	Hold	9,824	–	–	0.15%	166
2024 Q1	$614K	Buy	9,824 +4	+0%	+$236	0.15%	163
2023 Q4	$571K	Hold	9,820	–	–	0.16%	157
2023 Q3	$511K	Buy	9,820 +200	+2%	+$11K	0.16%	160
2023 Q2	$530K	Hold	9,620	–	–	0.16%	150
2023 Q1	$507K	Hold	9,620	–	–	0.16%	153
2022 Q4	$490K	Hold	9,620	–	–	0.16%	150
2022 Q3	$452K	Hold	9,620	–	–	0.16%	145
2022 Q2	$474K	Sell	9,620 -144	-1%	-$7.78K	0.16%	142
2022 Q1	$580K	Sell	9,764 -76	-0.8%	-$4.46K	0.17%	141
2021 Q4	$627K	Buy	9,840 +132	+1%	+$8.27K	0.18%	125
2021 Q3	$576K	Hold	9,708	–	–	0.2%	117
2021 Q2	$576K	Buy	9,708 +108	+1%	+$6.26K	0.2%	117
2021 Q1	$531K	Hold	9,600	–	–	0.19%	121
2020 Q4	$496K	Buy	9,600 +16	+0.2%	+$775	0.2%	116
2020 Q3	$422K	Hold	9,584	–	–	0.19%	117
2020 Q2	$393K	Hold	9,584	–	–	0.19%	113
2020 Q1	$315K	Hold	9,584	–	–	0.19%	114
2019 Q4	$427K	Buy	9,584 +784	+9%	+$33.7K	0.19%	114
2019 Q3	$369K	Hold	8,800	–	–	0.18%	142
2019 Q2	$368K	Hold	8,800	–	–	0.18%	136
2019 Q1	$354K	Hold	8,800	–	–	0.2%	126
2018 Q4	$304K	Hold	8,800	–	–	0.2%	126
2018 Q3	$361K	Hold	8,800	–	–	0.2%	132
2018 Q2	$347K	Hold	8,800	–	–	0.21%	126
2018 Q1	$339K	Hold	8,800	–	–	0.2%	128
2017 Q4	$341K	Hold	8,800	–	–	0.22%	128
2017 Q3	$323K	Hold	8,800	–	–	0.24%	107
2017 Q2	$314K	Hold	8,800	–	–	0.22%	115
2017 Q1	$307K	Hold	8,800	–	–	0.23%	107
2016 Q4	$289K	Hold	8,800	–	–	0.23%	113
2016 Q3	$285K	Hold	8,800	–	–	0.23%	117
2016 Q2	$272K	Hold	8,800	–	–	0.26%	110
2016 Q1	$267K	Hold	8,800	–	–	0.29%	106
2015 Q4	$264K	Hold	8,800	–	–	0.3%	101
2015 Q3	$270K	Hold	8,800	–	–	0.29%	107
2015 Q2	$285K	Hold	8,800	–	–	0.3%	106
2015 Q1	$285K	Hold	8,800	–	–	0.29%	108
2014 Q4	$274K	Buy	+8,800	New	+$265K	0.28%	108

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

Diligent Investors's VO Position: Q2 2026 in Review

Diligent Investors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 9,829 shares worth $792K. The position accounts for 0.18% of the portfolio, ranked #160.

Diligent Investors first reported a position in VO in Q4 2014 and has held it in 47 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Diligent Investors held 9,829 shares of Vanguard Morningstar Mid-Cap ETF worth $792K as of Q2 2026.
Diligent Investors bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Diligent Investors's portfolio in Q2 2026, its #160 holding.
Diligent Investors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.