Eukles Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Eukles Asset Management’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 Q1	$574	Hold	8	–	–	﹤0.01%	219
2025 Q4	$580	Hold	8	–	–	﹤0.01%	217
2025 Q3	$588	Hold	8	–	–	﹤0.01%	226
2025 Q2	$560	Hold	8	–	–	﹤0.01%	224
2025 Q1	$518	Hold	8	–	–	﹤0.01%	208
2024 Q4	$528	Buy	8 +4	+100%	+$272	﹤0.01%	214
2024 Q3	$264	Buy	+4	New	+$251	﹤0.01%	229
2023 Q3	–	Sell	-240	Closed	-$13.2K	–	257
2023 Q2	$13.2K	Buy	+240	New	+$12.6K	0.01%	137

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Eukles Asset Management's VO Position: Q1 2026 in Review

Eukles Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 8 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Eukles Asset Management first reported a position in VO in Q2 2023 and has held it in 8 quarters since. The position peaked at $13.2K in Q2 2023. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Eukles Asset Management held 8 shares of Vanguard Morningstar Mid-Cap ETF worth $574 as of Q1 2026.
Eukles Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Eukles Asset Management's portfolio in Q1 2026, its #219 holding.
Eukles Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 8 quarters since.
Eukles Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13.2K in Q2 2023.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Eukles Asset Management's 13F filing for Q1 2026, filed 5 May 2026.