Droms Strauss Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Droms Strauss Advisors’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	$1.13M	Sell	13,965 -1,499	-10%	-$116K	0.26%	37
2026 Q1	$1.11M	Sell	15,464 -4,436	-22%	-$330K	0.29%	35
2025 Q4	$1.44M	Sell	19,900 -48	-0.2%	-$3.49K	0.38%	34
2025 Q3	$1.46M	Sell	19,948 -1,544	-7%	-$111K	0.42%	32
2025 Q2	$1.5M	Sell	21,492 -1,624	-7%	-$107K	0.46%	32
2025 Q1	$1.49M	Buy	23,116 +12	+0.1%	+$805	0.51%	29
2024 Q4	$1.53M	Sell	23,104 -724	-3%	-$49.2K	0.5%	29
2024 Q3	$1.57M	Buy	23,828 +16	+0.1%	+$1K	0.56%	27
2024 Q2	$1.44M	Sell	23,812 -104	-0.4%	-$6.32K	0.52%	26
2024 Q1	$1.49M	Buy	23,916 +8	+0%	+$473	0.55%	26
2023 Q4	$1.39M	Sell	23,908 -8	-0%	-$427	0.54%	32
2023 Q3	$1.25M	Buy	23,916 +72	+0.3%	+$3.95K	0.54%	28
2023 Q2	$1.31M	Sell	23,844 -532	-2%	-$27.9K	0.55%	27
2023 Q1	$1.28M	Sell	24,376 -892	-4%	-$47.5K	0.58%	25
2022 Q4	$1.29M	Sell	25,268 -2,112	-8%	-$108K	0.59%	31
2022 Q3	$1.28M	Sell	27,380 -12,512	-31%	-$654K	0.64%	26
2022 Q2	$1.96M	Sell	39,892 -1,204	-3%	-$65.1K	0.99%	17
2022 Q1	$2.48M	Buy	41,096 +180	+0.4%	+$10.6K	1.25%	12
2021 Q4	$2.61M	Sell	40,916 -544	-1%	-$34.1K	1.16%	14
2021 Q3	$2.46M	Sell	41,460 -9,120	-18%	-$551K	1.18%	13
2021 Q2	$3.01M	Buy	50,580 +448	+0.9%	+$26K	1.42%	12
2021 Q1	$2.77M	Sell	50,132 -10,308	-17%	-$559K	1.36%	13
2020 Q4	$3.13M	Sell	60,440 -704	-1%	-$34.1K	1.81%	12
2020 Q3	$2.69M	Sell	61,144 -27,876	-31%	-$1.21M	1.59%	13
2020 Q2	$3.65M	Sell	89,020 -375,700	-81%	-$14.4M	2.51%	11
2020 Q1	$15.3M	Sell	464,720 -42,068	-8%	-$1.74M	12.72%	2
2019 Q4	$22.6M	Buy	506,788 +2,444	+0.5%	+$105K	16.77%	1
2019 Q3	$21.1M	Sell	504,344 -25,932	-5%	-$1.08M	17.01%	1
2019 Q2	$22.2M	Sell	530,276 -1,944	-0.4%	-$79.5K	16.5%	1
2019 Q1	$21.4M	Buy	532,220 +8,240	+2%	+$317K	16.57%	1
2018 Q4	$18.1M	Buy	+523,980	New	+$19.7M	16.76%	1

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

Droms Strauss Advisors's VO Position: Q2 2026 in Review

Droms Strauss Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.7% in Q2 2026, selling an estimated $116K and leaving 13,965 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #37.

Droms Strauss Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.6M in Q4 2019. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Droms Strauss Advisors held 13,965 shares of Vanguard Morningstar Mid-Cap ETF worth $1.13M as of Q2 2026.
Droms Strauss Advisors sold 1,499 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Droms Strauss Advisors's portfolio in Q2 2026, its #37 holding.
Droms Strauss Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Droms Strauss Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $22.6M in Q4 2019.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.