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Donaldson Capital Management’s Vanguard 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
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

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Donaldson Capital Management's VO Position: Q1 2026 in Review

Donaldson Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 6.1% in Q1 2026, selling an estimated $58.5K and leaving 12,152 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #148.

Donaldson Capital Management first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $954K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Donaldson Capital Management held 12,152 shares of Vanguard Mid-Cap ETF worth $872K as of Q1 2026.
  • Donaldson Capital Management sold 788 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $58.5K.
  • Vanguard Mid-Cap ETF made up 0.03% of Donaldson Capital Management's portfolio in Q1 2026, its #148 holding.
  • Donaldson Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Donaldson Capital Management's Vanguard Mid-Cap ETF position peaked at $954K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.