Great Diamond Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Great Diamond Partners’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	$1.22M	Buy	15,189 +585	+4%	+$45.4K	0.21%	111
2026 Q1	$1.05M	Buy	14,604 +700	+5%	+$52K	0.2%	109
2025 Q4	$1.01M	Buy	13,904 +1,728	+14%	+$126K	0.19%	113
2025 Q3	$894K	Buy	12,176 +2,284	+23%	+$164K	0.17%	118
2025 Q2	$692K	Buy	+9,892	New	+$649K	0.15%	130
2020 Q1	–	Sell	-260	Closed	-$11K	–	586
2019 Q4	$11K	Buy	+260	New	+$11.2K	﹤0.01%	554

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 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 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

Great Diamond Partners's VO Position: Q2 2026 in Review

Great Diamond Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, buying an estimated $45.4K and bringing the position to 15,189 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #111.

Great Diamond Partners first reported a position in VO in Q4 2019 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Great Diamond Partners held 15,189 shares of Vanguard Morningstar Mid-Cap ETF worth $1.22M as of Q2 2026.
Great Diamond Partners bought 585 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $45.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Great Diamond Partners's portfolio in Q2 2026, its #111 holding.
Great Diamond Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.