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 Q2	$549K	Buy	6,819 +19	+0.3%	+$1.47K	0.04%	142
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

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

Hardy Reed's VO Position: Q2 2026 in Review

Hardy Reed increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, buying an estimated $1.47K and bringing the position to 6,819 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #142.

Hardy Reed first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.2M in Q2 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hardy Reed held 6,819 shares of Vanguard Morningstar Mid-Cap ETF worth $549K as of Q2 2026.
Hardy Reed bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Hardy Reed's portfolio in Q2 2026, its #142 holding.
Hardy Reed first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Hardy Reed's Vanguard Morningstar Mid-Cap ETF position peaked at $11.2M in Q2 2021.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.