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Grandfield & Dodd’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Grandfield & Dodd’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 		$866K Buy
10,747
+3
+0% +$233 0.05% 122
2026
Q1 		$772K Buy
10,744
+188
+2% +$14K 0.04% 122
2025
Q4 		$766K Hold
10,556
– – 0.04% 119
2025
Q3 		$775K Buy
10,556
+320
+3% +$23K 0.04% 118
2025
Q2 		$716K Hold
10,236
– – 0.04% 119
2025
Q1 		$662K Buy
10,236
+160
+2% +$10.7K 0.04% 121
2024
Q4 		$665K Buy
10,076
+40
+0.4% +$2.72K 0.04% 127
2024
Q3 		$662K Hold
10,036
– – 0.04% 126
2024
Q2 		$607K Buy
10,036
+60
+0.6% +$3.65K 0.04% 128
2024
Q1 		$623K Hold
9,976
– – 0.04% 127
2023
Q4 		$580K Buy
9,976
+372
+4% +$19.9K 0.04% 129
2023
Q3 		$500K Hold
9,604
– – 0.04% 130
2023
Q2 		$529K Sell
9,604
-60
-0.6% -$3.15K 0.04% 129
2023
Q1 		$510K Buy
9,664
+260
+3% +$13.8K 0.04% 131
2022
Q4 		$479K Sell
9,404
-120
-1% -$6.11K 0.04% 129
2022
Q3 		$450K Hold
9,524
– – 0.04% 128
2022
Q2 		$470K Buy
9,524
+80
+0.8% +$4.32K 0.04% 130
2022
Q1 		$560K Buy
9,444
+1,860
+25% +$109K 0.04% 132
2021
Q4 		$480K Hold
7,584
– – 0.03% 143
2021
Q3 		$450K Buy
7,584
+200
+3% +$12.1K 0.03% 146
2021
Q2 		$440K Buy
7,384
+224
+3% +$13K 0.03% 142
2021
Q1 		$400K Buy
7,160
+40
+0.6% +$2.17K 0.03% 143
2020
Q4 		$370K Buy
7,120
+140
+2% +$6.78K 0.03% 142
2020
Q3 		$310K Sell
6,980
-3,060
-30% -$133K 0.03% 149
2020
Q2 		$410K Buy
10,040
+3,100
+45% +$119K 0.04% 133
2020
Q1 		$228K Hold
6,940
– – 0.03% 152
2019
Q4 		$309K Buy
6,940
+80
+1% +$3.44K 0.03% 151
2019
Q3 		$287K Hold
6,860
– – 0.03% 152
2019
Q2 		$287K Buy
6,860
+320
+5% +$13.1K 0.03% 155
2019
Q1 		$263K Hold
6,540
– – 0.03% 152
2018
Q4 		$226K Sell
6,540
-344
-5% -$12.9K 0.03% 154
2018
Q3 		$283K Buy
+6,884
New +$281K 0.03% 158

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Grandfield & Dodd's VO Position: Q2 2026 in Review

Grandfield & Dodd increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $233 and bringing the position to 10,747 shares worth $866K. The position accounts for 0.05% of the portfolio, ranked #122.

Grandfield & Dodd first reported a position in VO in Q3 2018 and has held it in 32 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Grandfield & Dodd held 10,747 shares of Vanguard Morningstar Mid-Cap ETF worth $866K as of Q2 2026.
  • Grandfield & Dodd bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Grandfield & Dodd's portfolio in Q2 2026, its #122 holding.
  • Grandfield & Dodd first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.