Donor Advised Charitable Giving’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Donor Advised Charitable Giving’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	$1.28M	Hold	15,948	–	–	0.03%	15
2026 Q1	$1.14M	Hold	15,948	–	–	0.03%	16
2025 Q4	$1.16M	Hold	15,948	–	–	0.03%	18
2025 Q3	$1.17M	Hold	15,948	–	–	0.02%	21
2025 Q2	$1.12M	Hold	15,948	–	–	0.02%	19
2025 Q1	$1.03M	Hold	15,948	–	–	0.03%	19
2024 Q4	$1.05M	Hold	15,948	–	–	0.02%	21
2024 Q3	$1.05M	Buy	+15,948	New	+$1M	0.03%	21
2021 Q4	–	Sell	-24,068	Closed	-$1.43M	–	61
2021 Q3	$1.43M	Buy	24,068 +60	+0.2%	+$3.63K	0.25%	15
2021 Q2	$1.42M	Buy	24,008 +72	+0.3%	+$4.17K	0.16%	66
2021 Q1	$1.32M	Buy	23,936 +68	+0.3%	+$3.69K	0.14%	65
2020 Q4	$1.23M	Buy	23,868 +196	+0.8%	+$9.49K	0.17%	65
2020 Q3	$1.04M	Buy	23,672 +96	+0.4%	+$4.18K	0.3%	10
2020 Q2	$966K	Hold	23,576	–	–	0.37%	7
2020 Q1	$776K	Buy	23,576 +132	+0.6%	+$5.47K	0.39%	10
2019 Q4	$1.04M	Buy	23,444 +132	+0.6%	+$5.67K	0.56%	9
2019 Q3	$977K	Buy	23,312 +152	+0.7%	+$6.35K	0.76%	8
2019 Q2	$968K	Buy	23,160 +76	+0.3%	+$3.11K	0.78%	10
2019 Q1	$928K	Buy	+23,084	New	+$888K	0.78%	9

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Donor Advised Charitable Giving's VO Position: Q2 2026 in Review

Donor Advised Charitable Giving held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 15,948 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #15.

Donor Advised Charitable Giving first reported a position in VO in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.43M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Donor Advised Charitable Giving held 15,948 shares of Vanguard Morningstar Mid-Cap ETF worth $1.28M as of Q2 2026.
Donor Advised Charitable Giving left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #15 holding.
Donor Advised Charitable Giving first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 19 quarters since.
Donor Advised Charitable Giving's Vanguard Morningstar Mid-Cap ETF position peaked at $1.43M in Q3 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.