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

Grandview 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 Q2	$3.75M	Sell	46,947 -3,393	-7%	-$263K	0.93%	25
2026 Q1	$3.59M	Sell	50,340 -5,312	-10%	-$395K	1.05%	22
2025 Q4	$4.04M	Sell	55,652 -4,268	-7%	-$310K	1.11%	20
2025 Q3	$4.4M	Sell	59,920 -5,948	-9%	-$427K	1.24%	18
2025 Q2	$4.61M	Sell	65,868 -1,648	-2%	-$108K	1.48%	15
2025 Q1	$4.37M	Buy	67,516 +3,384	+5%	+$227K	1.66%	14
2024 Q4	$4.24M	Buy	+64,132	New	+$4.35M	1.55%	13
2024 Q2	–	Sell	-29,972	Closed	-$1.87M	–	102
2024 Q1	$1.87M	Sell	29,972 -400	-1%	-$23.6K	0.85%	26
2023 Q4	$1.77M	Sell	30,372 -2,748	-8%	-$147K	0.93%	26
2023 Q3	$1.72M	Buy	+33,120	New	+$1.82M	0.99%	25
2023 Q2	–	Sell	-35,444	Closed	-$1.87M	–	110
2023 Q1	$1.87M	Sell	35,444 -664	-2%	-$35.3K	1.1%	25
2022 Q4	$1.84M	Sell	36,108 -3,016	-8%	-$154K	1.15%	21
2022 Q3	$1.84M	Sell	39,124 -1,296	-3%	-$67.7K	1.17%	19
2022 Q2	$1.99M	Sell	40,420 -1,708	-4%	-$92.3K	1.11%	22
2022 Q1	$2.5M	Sell	42,128 -1,300	-3%	-$76.3K	1.06%	25
2021 Q4	$2.77M	Buy	+43,428	New	+$2.72M	1.11%	23
2021 Q2	–	Sell	-29,076	Closed	-$1.61M	–	458
2021 Q1	$1.61M	Buy	29,076 +24,588	+548%	+$1.33M	0.86%	32
2020 Q4	$232K	Buy	+4,488	New	+$217K	0.15%	107
2020 Q1	–	Sell	-5,032	Closed	-$225K	–	77
2019 Q4	$225K	Sell	5,032 -8,040	-62%	-$345K	0.21%	84
2019 Q3	$540K	Buy	13,072 +2,468	+23%	+$103K	0.49%	51
2019 Q2	$443K	Buy	+10,604	New	+$434K	0.41%	63

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

Grandview Asset Management's VO Position: Q2 2026 in Review

Grandview Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.7% in Q2 2026, selling an estimated $263K and leaving 46,947 shares worth $3.75M. The position accounts for 0.93% of the portfolio, ranked #25.

Grandview Asset Management first reported a position in VO in Q2 2019 and has held it in 21 quarters since. The position peaked at $4.61M in Q2 2025. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Grandview Asset Management held 46,947 shares of Vanguard Morningstar Mid-Cap ETF worth $3.75M as of Q2 2026.
Grandview Asset Management sold 3,393 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $263K.
Vanguard Morningstar Mid-Cap ETF made up 0.93% of Grandview Asset Management's portfolio in Q2 2026, its #25 holding.
Grandview Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 21 quarters since.
Grandview Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.61M in Q2 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.