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

ETF Store’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 		$919K Buy
11,404
+708
+7% +$54.9K 0.77% 27
2026
Q1 		$768K Sell
10,696
-24
-0.2% -$1.78K 0.75% 28
2025
Q4 		$778K Buy
10,720
+88
+0.8% +$6.4K 0.79% 26
2025
Q3 		$781K Buy
10,632
+12
+0.1% +$862 0.83% 26
2025
Q2 		$743K Sell
10,620
-260
-2% -$17.1K 0.86% 26
2025
Q1 		$704K Buy
10,880
+12
+0.1% +$805 0.86% 26
2024
Q4 		$718K Buy
10,868
+12
+0.1% +$815 0.89% 26
2024
Q3 		$716K Sell
10,856
-44
-0.4% -$2.76K 0.74% 26
2024
Q2 		$660K Sell
10,900
-3,148
-22% -$191K 0.68% 27
2024
Q1 		$878K Buy
14,048
+60
+0.4% +$3.55K 0.5% 41
2023
Q4 		$814K Sell
13,988
-248
-2% -$13.3K 0.53% 33
2023
Q3 		$735K Hold
14,236
– – 0.53% 33
2023
Q2 		$810K Buy
14,236
+88
+0.6% +$4.61K 0.57% 30
2023
Q1 		$730K Buy
14,148
+56
+0.4% +$2.98K 0.56% 31
2022
Q4 		$774K Buy
14,092
+3,916
+38% +$199K 0.6% 28
2022
Q3 		$478K Buy
10,176
+20
+0.2% +$1.04K 0.42% 37
2022
Q2 		$507K Buy
10,156
+1,260
+14% +$68.1K 0.41% 38
2022
Q1 		$494K Buy
8,896
+16
+0.2% +$939 0.39% 39
2021
Q4 		$526K Buy
+8,880
New +$557K 0.4% 37

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETF Store's VO Position: Q2 2026 in Review

ETF Store increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.6% in Q2 2026, buying an estimated $54.9K and bringing the position to 11,404 shares worth $919K. The position accounts for 0.77% of the portfolio, ranked #27.

ETF Store first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • ETF Store held 11,404 shares of Vanguard Morningstar Mid-Cap ETF worth $919K as of Q2 2026.
  • ETF Store bought 708 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $54.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.77% of ETF Store's portfolio in Q2 2026, its #27 holding.
  • ETF Store first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.