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DOHJ LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-14,064
Closed -$877K – 136
2025
Q2 		$877K Sell
14,064
-164
-1% -$10.8K 0.25% 83
2025
Q1 		$920K Sell
14,228
-2,640
-16% -$177K 0.21% 90
2024
Q4 		$1.11M Sell
16,868
-1,684
-9% -$114K 0.26% 77
2024
Q3 		$1.22M Sell
18,552
-22,916
-55% -$1.44M 0.28% 75
2024
Q2 		$2.51M Sell
41,468
-6,624
-14% -$403K 0.63% 41
2024
Q1 		$3M Sell
48,092
-10,344
-18% -$611K 0.8% 32
2023
Q4 		$3.4M Sell
58,436
-159,280
-73% -$8.51M 1% 26
2023
Q3 		$11.2M Buy
217,716
+17,168
+9% +$942K 5% 6
2023
Q2 		$11M Buy
200,548
+36,332
+22% +$1.9M 4.73% 5
2023
Q1 		$8.66M Buy
164,216
+12,344
+8% +$657K 4.38% 5
2022
Q4 		$7.74M Sell
151,872
-27,996
-16% -$1.43M 4.35% 5
2022
Q3 		$8.45M Sell
179,868
-7,712
-4% -$403K 5.71% 4
2022
Q2 		$9.24M Sell
187,580
-13,736
-7% -$742K 5.26% 4
2022
Q1 		$12M Buy
201,316
+2,316
+1% +$136K 5.76% 3
2021
Q4 		$12.7M Sell
199,000
-15,008
-7% -$941K 5.67% 5
2021
Q3 		$13.5M Buy
214,008
+34,660
+19% +$2.09M 6.39% 2
2021
Q2 		$10.6M Buy
179,348
+49,892
+39% +$2.89M 5.6% 3
2021
Q1 		$7.16M Buy
129,456
+9,432
+8% +$512K 4.17% 6
2020
Q4 		$6.47M Buy
120,024
+67,004
+126% +$3.24M 3.82% 7
2020
Q3 		$2.5M Buy
53,020
+3,040
+6% +$132K 1.57% 17
2020
Q2 		$2.2M Buy
+49,980
New +$1.91M 1.51% 17

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DOHJ LLC's VO Position: Q3 2025 in Review

DOHJ LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025, closing a stake of 14,064 shares — an estimated $877K sold.

DOHJ LLC first reported a position in VO in Q2 2020 and held it in 21 quarters. The position peaked at $13.5M in Q3 2021. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • DOHJ LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 14,064 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $877K.
  • DOHJ LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and held it in 21 quarters.
  • DOHJ LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $13.5M in Q3 2021.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.