Dougherty Wealth Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dougherty Wealth Advisers’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 Q3	$62.7K	Hold	800	–	–	0.03%	92
2026 Q2	$64.5K	Hold	800	–	–	0.04%	76
2026 Q1	$57.4K	Hold	800	–	–	0.04%	75
2025 Q4	$58K	Hold	800	–	–	0.03%	78
2025 Q3	$58.7K	Hold	800	–	–	0.04%	75
2025 Q2	$56K	Hold	800	–	–	0.04%	78
2025 Q1	$51.7K	Hold	800	–	–	0.04%	80
2024 Q4	$52.8K	Hold	800	–	–	0.04%	80
2024 Q3	$52.8K	Hold	800	–	–	0.04%	77
2024 Q2	$48.4K	Hold	800	–	–	0.04%	75
2024 Q1	$50K	Hold	800	–	–	0.04%	76
2023 Q4	$46.5K	Hold	800	–	–	0.04%	81
2023 Q3	$41.6K	Hold	800	–	–	0.05%	80
2023 Q2	$44K	Hold	800	–	–	0.06%	82
2023 Q1	$42.2K	Hold	800	–	–	0.06%	84
2022 Q4	$40.8K	Hold	800	–	–	0.07%	92
2022 Q3	$38K	Hold	800	–	–	0.08%	88
2022 Q2	$39K	Hold	800	–	–	0.07%	91
2022 Q1	$48K	Hold	800	–	–	0.07%	91
2021 Q4	$51K	Hold	800	–	–	0.07%	96
2021 Q3	$47K	Hold	800	–	–	0.07%	98
2021 Q2	$47K	Hold	800	–	–	0.07%	98
2021 Q1	$44K	Hold	800	–	–	0.07%	102
2020 Q4	$41K	Hold	800	–	–	0.06%	113
2020 Q3	$35K	Hold	800	–	–	0.12%	113
2020 Q2	$33K	Hold	800	–	–	0.12%	121
2020 Q1	$26K	Hold	800	–	–	0.1%	126
2019 Q4	$36K	Hold	800	–	–	0.11%	131
2019 Q3	$34K	Sell	800 -452	-36%	-$18.9K	0.11%	134
2019 Q2	$52K	Hold	1,252	–	–	0.15%	114
2019 Q1	$50K	Hold	1,252	–	–	0.17%	104
2018 Q4	$48K	Buy	+1,252	New	+$47K	0.16%	108

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Dougherty Wealth Advisers's VO Position: Q3 2026 in Review

Dougherty Wealth Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 800 shares worth $62.7K. The position accounts for 0.03% of the portfolio, ranked #92.

Dougherty Wealth Advisers first reported a position in VO in Q4 2018 and has held it in 32 quarters since. The position peaked at $64.5K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Dougherty Wealth Advisers held 800 shares of Vanguard Morningstar Mid-Cap ETF worth $62.7K as of Q3 2026.
Dougherty Wealth Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #92 holding.
Dougherty Wealth Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
Dougherty Wealth Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $64.5K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.