Hanlon Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hanlon Investment 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	$2.03M	Buy	25,230 +7,926	+46%	+$614K	1.08%	17
2026 Q1	$1.24M	Sell	17,304 -19,872	-53%	-$1.48M	0.69%	32
2025 Q4	$2.7M	Sell	37,176 -2,948	-7%	-$214K	1.5%	12
2025 Q3	$2.95M	Sell	40,124 -492	-1%	-$35.3K	1.77%	8
2025 Q2	$2.84M	Sell	40,616 -4,132	-9%	-$271K	2.04%	6
2025 Q1	$2.89M	Sell	44,748 -27,468	-38%	-$1.84M	2.18%	5
2024 Q4	$4.77M	Sell	72,216 -4,132	-5%	-$281K	1.3%	13
2024 Q3	$5.04M	Sell	76,348 -1,024	-1%	-$64.3K	1.41%	13
2024 Q2	$4.68M	Sell	77,372 -2,752	-3%	-$167K	1.39%	13
2024 Q1	$5M	Sell	80,124 -2,344	-3%	-$139K	1.52%	12
2023 Q4	$4.8M	Buy	+82,468	New	+$4.41M	1.52%	12
2023 Q3	–	Sell	-61,808	Closed	-$3.4M	–	153
2023 Q2	$3.4M	Buy	+61,808	New	+$3.24M	0.99%	17
2023 Q1	–	Sell	-40,632	Closed	-$2.07M	–	152
2022 Q4	$2.07M	Buy	+40,632	New	+$2.07M	0.71%	29

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

Hanlon Investment Management's VO Position: Q2 2026 in Review

Hanlon Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 46% in Q2 2026, buying an estimated $614K and bringing the position to 25,230 shares worth $2.03M. The position accounts for 1.08% of the portfolio, ranked #17.

Hanlon Investment Management first reported a position in VO in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.04M in Q3 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hanlon Investment Management held 25,230 shares of Vanguard Morningstar Mid-Cap ETF worth $2.03M as of Q2 2026.
Hanlon Investment Management bought 7,926 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $614K.
Vanguard Morningstar Mid-Cap ETF made up 1.08% of Hanlon Investment Management's portfolio in Q2 2026, its #17 holding.
Hanlon Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Hanlon Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.04M in Q3 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.