DT
VO icon

Diversified Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Diversified Trust’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 		$4.46M Buy
55,395
+1,503
+3% +$117K 0.07% 148
2026
Q1 		$3.87M Sell
53,892
-2,660
-5% -$198K 0.07% 152
2025
Q4 		$4.1M Buy
56,552
+6,268
+12% +$456K 0.08% 139
2025
Q3 		$3.69M Sell
50,284
-844
-2% -$60.6K 0.07% 143
2025
Q2 		$3.58M Buy
51,128
+496
+1% +$32.6K 0.08% 142
2025
Q1 		$3.27M Buy
50,632
+2,040
+4% +$137K 0.08% 147
2024
Q4 		$3.21M Buy
48,592
+4,988
+11% +$339K 0.08% 149
2024
Q3 		$2.88M Sell
43,604
-1,364
-3% -$85.6K 0.07% 164
2024
Q2 		$2.72M Buy
44,968
+464
+1% +$28.2K 0.08% 152
2024
Q1 		$2.78M Sell
44,504
-328
-0.7% -$19.4K 0.08% 149
2023
Q4 		$2.61M Buy
44,832
+1,040
+2% +$55.6K 0.09% 131
2023
Q3 		$2.28M Buy
43,792
+3,444
+9% +$189K 0.09% 133
2023
Q2 		$2.22M Buy
40,348
+17,140
+74% +$899K 0.08% 141
2023
Q1 		$1.22M Buy
23,208
+7,148
+45% +$380K 0.05% 219
2022
Q4 		$818K Buy
16,060
+11,552
+256% +$588K 0.03% 287
2022
Q3 		$212K Buy
+4,508
New +$236K 0.01% 680
2017
Q4 		– Sell
-5,836
Closed -$215K – 321
2017
Q3 		$215K Buy
+5,836
New +$210K 0.02% 269
2015
Q2 		– Sell
-6,068
Closed -$201K – 491
2015
Q1 		$201K Buy
+6,068
New +$191K 0.02% 481
2013
Q4 		$842K Buy
+30,624
New +$815K 0.09% 228

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Diversified Trust's VO Position: Q2 2026 in Review

Diversified Trust increased its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $117K and bringing the position to 55,395 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #148.

Diversified Trust first reported a position in VO in Q4 2013 and has held it in 19 quarters since. 731 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Diversified Trust held 55,395 shares of Vanguard Mid-Cap ETF worth $4.46M as of Q2 2026.
  • Diversified Trust bought 1,503 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Mid-Cap ETF made up 0.07% of Diversified Trust's portfolio in Q2 2026, its #148 holding.
  • Diversified Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 19 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.