Dunhill Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dunhill Financial’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	$389K	Sell	4,824 -2,212	-31%	-$171K	0.08%	100
2026 Q1	$505K	Buy	7,036 +3,144	+81%	+$234K	0.12%	73
2025 Q4	$282K	Sell	3,892 -1,712	-31%	-$125K	0.07%	104
2025 Q3	$411K	Sell	5,604 -9,408	-63%	-$676K	0.11%	70
2025 Q2	$1.05M	Buy	15,012 +504	+3%	+$33.1K	0.3%	42
2025 Q1	$938K	Buy	+14,508	New	+$974K	0.43%	36
2024 Q4	–	Sell	-328	Closed	-$21.6K	–	972
2024 Q3	$21.6K	Buy	328 +160	+95%	+$10K	0.01%	263
2024 Q2	$10.1K	Hold	168	–	–	0.01%	287
2024 Q1	$10.4K	Hold	168	–	–	0.01%	233
2023 Q4	$9.66K	Buy	+168	New	+$8.98K	0.01%	215

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

Dunhill Financial's VO Position: Q2 2026 in Review

Dunhill Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 31% in Q2 2026, selling an estimated $171K and leaving 4,824 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #100.

Dunhill Financial first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Dunhill Financial held 4,824 shares of Vanguard Morningstar Mid-Cap ETF worth $389K as of Q2 2026.
Dunhill Financial sold 2,212 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $171K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Dunhill Financial's portfolio in Q2 2026, its #100 holding.
Dunhill Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $1.05M in Q2 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.