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Diversified Portfolios Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Diversified Portfolios Inc’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 		$881K Buy
10,937
+13
+0.1% +$1.01K 0.06% 111
2026
Q1 		$784K Buy
10,924
+844
+8% +$62.7K 0.06% 105
2025
Q4 		$731K Buy
10,080
+432
+4% +$31.4K 0.06% 109
2025
Q3 		$709K Buy
9,648
+188
+2% +$13.5K 0.06% 104
2025
Q2 		$662K Buy
9,460
+740
+8% +$48.6K 0.06% 102
2025
Q1 		$564K Buy
8,720
+140
+2% +$9.39K 0.06% 101
2024
Q4 		$567K Sell
8,580
-96
-1% -$6.52K 0.06% 105
2024
Q3 		$572K Sell
8,676
-400
-4% -$25.1K 0.06% 101
2024
Q2 		$549K Hold
9,076
– – 0.07% 100
2024
Q1 		$567K Sell
9,076
-264
-3% -$15.6K 0.08% 93
2023
Q4 		$543K Sell
9,340
-160
-2% -$8.55K 0.09% 88
2023
Q3 		$495K Sell
9,500
-240
-2% -$13.2K 0.09% 83
2023
Q2 		$536K Sell
9,740
-552
-5% -$28.9K 0.11% 83
2023
Q1 		$543K Sell
10,292
-788
-7% -$41.9K 0.12% 83
2022
Q4 		$565K Buy
11,080
+5,584
+102% +$284K 0.13% 82
2022
Q3 		$258K Sell
5,496
-256
-4% -$13.4K 0.07% 117
2022
Q2 		$283K Sell
5,752
-480
-8% -$25.9K 0.08% 101
2022
Q1 		$371K Buy
+6,232
New +$366K 0.09% 103

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

Diversified Portfolios Inc's VO Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.12% in Q2 2026, buying an estimated $1.01K and bringing the position to 10,937 shares worth $881K. The position accounts for 0.06% of the portfolio, ranked #111.

Diversified Portfolios Inc first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Diversified Portfolios Inc held 10,937 shares of Vanguard Morningstar Mid-Cap ETF worth $881K as of Q2 2026.
  • Diversified Portfolios Inc bought 13 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.01K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q2 2026, its #111 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.