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Hardy Reed’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hardy Reed’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
Q1 		$488K Hold
6,800
– – 0.04% 146
2025
Q4 		$493K Sell
6,800
-16
-0.2% -$1.16K 0.04% 139
2025
Q3 		$501K Buy
6,816
+244
+4% +$17.5K 0.04% 140
2025
Q2 		$460K Buy
6,572
+12
+0.2% +$788 0.04% 140
2025
Q1 		$424K Hold
6,560
– – 0.04% 144
2024
Q4 		$433K Hold
6,560
– – 0.04% 142
2024
Q3 		$433K Hold
6,560
– – 0.04% 150
2024
Q2 		$397K Hold
6,560
– – 0.04% 152
2024
Q1 		$410K Buy
6,560
+1,744
+36% +$103K 0.05% 76
2023
Q4 		$280K Hold
4,816
– – 0.04% 97
2023
Q3 		$251K Hold
4,816
– – 0.05% 86
2023
Q2 		$265K Sell
4,816
-85,360
-95% -$4.47M 0.05% 81
2023
Q1 		$4.75M Hold
90,176
– – 0.84% 16
2022
Q4 		$4.59M Buy
90,176
+80,992
+882% +$4.13M 0.87% 15
2022
Q3 		$432K Hold
9,184
– – 0.1% 49
2022
Q2 		$452K Hold
9,184
– – 0.1% 47
2022
Q1 		$546K Sell
9,184
-151,360
-94% -$8.88M 0.1% 41
2021
Q4 		$10.2M Sell
160,544
-7,120
-4% -$446K 1.68% 11
2021
Q3 		$9.92M Sell
167,664
-21,312
-11% -$1.29M 1.76% 10
2021
Q2 		$11.2M Sell
188,976
-2,200
-1% -$128K 1.99% 9
2021
Q1 		$10.6M Buy
191,176
+6,620
+4% +$359K 2.03% 8
2020
Q4 		$9.54M Buy
184,556
+7,600
+4% +$368K 1.99% 9
2020
Q3 		$7.8M Hold
176,956
– – 1.95% 9
2020
Q2 		$7.25M Buy
176,956
+3,996
+2% +$153K 2.57% 9
2020
Q1 		$5.69M Hold
172,960
– – 2.6% 9
2019
Q4 		$7.71M Buy
172,960
+4,560
+3% +$196K 2.87% 10
2019
Q3 		$7.06M Buy
168,400
+3,996
+2% +$167K 2.82% 10
2019
Q2 		$6.87M Buy
164,404
+4,484
+3% +$183K 2.7% 11
2019
Q1 		$6.43M Hold
159,920
– – 2.35% 11
2018
Q4 		$5.52M Buy
+159,920
New +$6M 2.26% 11

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hardy Reed's VO Position: Q1 2026 in Review

Hardy Reed held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 6,800 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #146.

Hardy Reed first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.2M in Q2 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Hardy Reed held 6,800 shares of Vanguard Morningstar Mid-Cap ETF worth $488K as of Q1 2026.
  • Hardy Reed left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Hardy Reed's portfolio in Q1 2026, its #146 holding.
  • Hardy Reed first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Hardy Reed's Vanguard Morningstar Mid-Cap ETF position peaked at $11.2M in Q2 2021.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.