Dorval Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dorval Corp’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	$18.7M	Buy	232,234 +2,258	+1%	+$175K	5.38%	7
2026 Q1	$16.5M	Buy	229,976 +2,604	+1%	+$193K	5.12%	8
2025 Q4	$16.5M	Buy	227,372 +5,296	+2%	+$385K	5.27%	8
2025 Q3	$16.3M	Buy	222,076 +7,088	+3%	+$509K	5.4%	6
2025 Q2	$15M	Buy	214,988 +6,996	+3%	+$459K	5.38%	7
2025 Q1	$14.1M	Buy	207,992 +764	+0.4%	+$51.3K	5.66%	8
2024 Q4	$13.7M	Buy	207,228 +4,708	+2%	+$320K	5.44%	9
2024 Q3	$13.1M	Buy	202,520 +1,904	+0.9%	+$120K	5.37%	9
2024 Q2	$12.3M	Buy	200,616 +4,104	+2%	+$249K	5.41%	8
2024 Q1	$11.8M	Buy	196,512 +532	+0.3%	+$31.4K	5.47%	8
2023 Q4	$11.4M	Buy	+195,980	New	+$10.5M	5.45%	8

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

Dorval Corp's VO Position: Q2 2026 in Review

Dorval Corp increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.98% in Q2 2026, buying an estimated $175K and bringing the position to 232,234 shares worth $18.7M. The position accounts for 5.38% of the portfolio, ranked #7.

Dorval Corp first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Dorval Corp held 232,234 shares of Vanguard Morningstar Mid-Cap ETF worth $18.7M as of Q2 2026.
Dorval Corp bought 2,258 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $175K.
Vanguard Morningstar Mid-Cap ETF made up 5.38% of Dorval Corp's portfolio in Q2 2026, its #7 holding.
Dorval Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.