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Grimes & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Grimes & Company’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 		$1.26M Buy
15,659
+451
+3% +$35K 0.03% 232
2026
Q1 		$1.09M Sell
15,208
-632
-4% -$47K 0.03% 231
2025
Q4 		$1.15M Sell
15,840
-520
-3% -$37.8K 0.03% 233
2025
Q3 		$1.2M Sell
16,360
-592
-3% -$42.5K 0.03% 221
2025
Q2 		$1.19M Sell
16,952
-744
-4% -$48.8K 0.03% 201
2025
Q1 		$1.14M Sell
17,696
-2,512
-12% -$169K 0.04% 180
2024
Q4 		$1.33M Sell
20,208
-1,104
-5% -$74.9K 0.04% 174
2024
Q3 		$1.41M Sell
21,312
-88
-0.4% -$5.53K 0.04% 163
2024
Q2 		$1.3M Sell
21,400
-928
-4% -$56.4K 0.04% 159
2024
Q1 		$1.39M Buy
22,328
+1,708
+8% +$101K 0.04% 153
2023
Q4 		$1.2M Sell
20,620
-980
-5% -$52.4K 0.04% 160
2023
Q3 		$1.12M Sell
21,600
-1,280
-6% -$70.2K 0.04% 154
2023
Q2 		$1.26M Sell
22,880
-2,208
-9% -$116K 0.04% 144
2023
Q1 		$1.32M Sell
25,088
-496
-2% -$26.4K 0.05% 138
2022
Q4 		$1.3M Buy
+25,584
New +$1.3M 0.06% 141
2021
Q4 		– Sell
-3,856
Closed -$228K – 315
2021
Q3 		$228K Hold
3,856
– – 0.01% 270
2021
Q2 		$229K Sell
3,856
-240
-6% -$13.9K 0.01% 271
2021
Q1 		$227K Buy
+4,096
New +$222K 0.01% 261
2015
Q3 		– Sell
-8,212
Closed -$262K – 209
2015
Q2 		$262K Buy
+8,212
New +$266K 0.04% 157

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

Grimes & Company's VO Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $35K and bringing the position to 15,659 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #232.

Grimes & Company first reported a position in VO in Q2 2015 and has held it in 19 quarters since. The position peaked at $1.41M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Grimes & Company held 15,659 shares of Vanguard Morningstar Mid-Cap ETF worth $1.26M as of Q2 2026.
  • Grimes & Company bought 451 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $35K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #232 holding.
  • Grimes & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and has held it in 19 quarters since.
  • Grimes & Company's Vanguard Morningstar Mid-Cap ETF position peaked at $1.41M in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.