Donaldson Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Donaldson Capital Management’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	$979K	Hold	12,152	–	–	0.03%	170
2026 Q1	$872K	Sell	12,152 -788	-6%	-$58.5K	0.03%	148
2025 Q4	$939K	Sell	12,940 -56	-0.4%	-$4.07K	0.03%	146
2025 Q3	$954K	Buy	12,996 +8,056	+163%	+$579K	0.03%	144
2025 Q2	$346K	Sell	4,940 -184	-4%	-$12.1K	0.01%	183
2025 Q1	$331K	Buy	+5,124	New	+$344K	0.01%	185

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

Donaldson Capital Management's VO Position: Q2 2026 in Review

Donaldson Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 12,152 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #170.

Donaldson Capital Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Donaldson Capital Management held 12,152 shares of Vanguard Morningstar Mid-Cap ETF worth $979K as of Q2 2026.
Donaldson Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #170 holding.
Donaldson Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.