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

Disciplined Investments’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 		$843K Buy
10,459
+3
+0% +$233 0.27% 64
2026
Q1 		$751K Sell
10,456
-252
-2% -$18.7K 0.27% 63
2025
Q4 		$777K Buy
10,708
+1,752
+20% +$127K 0.3% 62
2025
Q3 		$658K Sell
8,956
-648
-7% -$46.5K 0.26% 69
2025
Q2 		$672K Sell
9,604
-1,352
-12% -$88.7K 0.28% 67
2025
Q1 		$708K Buy
10,956
+1,120
+11% +$75.2K 0.33% 66
2024
Q4 		$649K Buy
9,836
+3,000
+44% +$204K 0.32% 71
2024
Q3 		$451K Sell
6,836
-72
-1% -$4.52K 0.22% 83
2024
Q2 		$418K Sell
6,908
-68
-1% -$4.13K 0.22% 83
2024
Q1 		$436K Buy
6,976
+636
+10% +$37.6K 0.24% 81
2023
Q4 		$369K Buy
6,340
+4
+0.1% +$214 0.22% 83
2023
Q3 		$330K Sell
6,336
-60
-0.9% -$3.29K 0.2% 90
2023
Q2 		$352K Sell
6,396
-10,080
-61% -$528K 0.19% 93
2023
Q1 		$869K Sell
16,476
-52
-0.3% -$2.77K 0.37% 67
2022
Q4 		$842K Sell
16,528
-472
-3% -$24K 0.41% 62
2022
Q3 		$799K Sell
17,000
-108
-0.6% -$5.64K 0.37% 68
2022
Q2 		$842K Sell
17,108
-1,052
-6% -$56.8K 0.38% 64
2022
Q1 		$1.08M Buy
18,160
+564
+3% +$33.1K 0.45% 57
2021
Q4 		$1.12M Sell
17,596
-296
-2% -$18.6K 0.49% 51
2021
Q3 		$1.06M Sell
17,892
-716
-4% -$43.3K 0.51% 49
2021
Q2 		$1.1M Buy
18,608
+148
+0.8% +$8.58K 0.57% 48
2021
Q1 		$1.02M Sell
18,460
-1,144
-6% -$62.1K 0.6% 48
2020
Q4 		$1.01M Sell
19,604
-1,820
-8% -$88.1K 0.68% 43
2020
Q3 		$944K Sell
21,424
-92
-0.4% -$4.01K 0.7% 42
2020
Q2 		$882K Buy
21,516
+1,712
+9% +$65.6K 0.69% 44
2020
Q1 		$652K Buy
19,804
+5,384
+37% +$223K 0.62% 47
2019
Q4 		$642K Buy
+14,420
New +$619K 0.54% 51

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

Disciplined Investments's VO Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $233 and bringing the position to 10,459 shares worth $843K. The position accounts for 0.27% of the portfolio, ranked #64.

Disciplined Investments first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Disciplined Investments held 10,459 shares of Vanguard Morningstar Mid-Cap ETF worth $843K as of Q2 2026.
  • Disciplined Investments bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Morningstar Mid-Cap ETF made up 0.27% of Disciplined Investments's portfolio in Q2 2026, its #64 holding.
  • Disciplined Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Vanguard Morningstar Mid-Cap ETF position peaked at $1.12M in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.