DT Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DT Investment Partners’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	$44.9M	Buy	557,391 +4,755	+0.9%	+$369K	3.35%	7
2026 Q1	$39.7M	Buy	552,636 +26,172	+5%	+$1.94M	3.3%	6
2025 Q4	$38.2M	Sell	526,464 -7,168	-1%	-$521K	3.16%	6
2025 Q3	$39.2M	Sell	533,632 -1,236	-0.2%	-$88.8K	3.32%	5
2025 Q2	$37.4M	Buy	534,868 +185,176	+53%	+$12.2M	3.36%	7
2025 Q1	$22.6M	Sell	349,692 -70,496	-17%	-$4.73M	2.18%	11
2024 Q4	$27.7M	Sell	420,188 -27,824	-6%	-$1.89M	2.35%	12
2024 Q3	$29.5M	Buy	448,012 +19,728	+5%	+$1.24M	2.4%	11
2024 Q2	$25.9M	Buy	428,284 +8,352	+2%	+$508K	2.3%	13
2024 Q1	$26.2M	Buy	419,932 +18,972	+5%	+$1.12M	2.65%	8
2023 Q4	$23.3M	Buy	400,960 +16,652	+4%	+$890K	2.52%	9
2023 Q3	$20M	Sell	384,308 -1,232	-0.3%	-$67.6K	2.43%	10
2023 Q2	$21.9M	Buy	385,540 +9,192	+2%	+$482K	2.49%	10
2023 Q1	$19.7M	Buy	376,348 +20,936	+6%	+$1.11M	2.39%	11
2022 Q4	$18.1M	Buy	355,412 +354,056	+26,110%	+$18M	2.38%	12
2022 Q3	$64K	Sell	1,356 -2,788	-67%	-$146K	0.01%	187
2022 Q2	$204K	Sell	4,144 -1,484	-26%	-$80.2K	0.03%	143
2022 Q1	$335K	Buy	5,628 +2,484	+79%	+$146K	0.04%	131
2021 Q4	$200K	Buy	+3,144	New	+$197K	0.03%	131

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

DT Investment Partners's VO Position: Q2 2026 in Review

DT Investment Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.86% in Q2 2026, buying an estimated $369K and bringing the position to 557,391 shares worth $44.9M. The position accounts for 3.35% of the portfolio, ranked #7.

DT Investment Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DT Investment Partners held 557,391 shares of Vanguard Morningstar Mid-Cap ETF worth $44.9M as of Q2 2026.
DT Investment Partners bought 4,755 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $369K.
Vanguard Morningstar Mid-Cap ETF made up 3.35% of DT Investment Partners's portfolio in Q2 2026, its #7 holding.
DT Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.