Hazlett, Burt & Watson’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hazlett, Burt & Watson’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	$222K	Buy	2,739 +847	+45%	+$65.7K	0.06%	253
2026 Q1	$137K	Buy	1,892 +192	+11%	+$14.3K	0.04%	300
2025 Q4	$123K	Buy	1,700 +388	+30%	+$28.2K	0.04%	315
2025 Q3	$97K	Buy	1,312 +148	+13%	+$10.6K	0.03%	321
2025 Q2	$82K	Buy	1,164 +512	+79%	+$33.6K	0.03%	307
2025 Q1	$42K	Sell	652 -164	-20%	-$11K	0.02%	381
2024 Q4	$54K	Hold	816	–	–	0.02%	352
2024 Q3	$54K	Buy	816 +184	+29%	+$11.6K	0.02%	345
2024 Q2	$39K	Hold	632	–	–	0.02%	369
2024 Q1	$39K	Hold	632	–	–	0.02%	363
2023 Q4	$38K	Hold	632	–	–	0.03%	346
2023 Q3	$33K	Hold	632	–	–	0.02%	356
2023 Q2	$34K	Buy	632 +164	+35%	+$8.6K	0.03%	353
2023 Q1	$24K	Buy	468 +4	+0.9%	+$213	0.02%	368
2022 Q4	$24K	Hold	464	–	–	0.02%	359
2022 Q3	$22K	Buy	464 +4	+0.9%	+$209	0.02%	364
2022 Q2	$23K	Buy	460 +60	+15%	+$3.24K	0.02%	363
2022 Q1	$24K	Buy	+400	New	+$23.5K	0.02%	373

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

Hazlett, Burt & Watson's VO Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 45% in Q2 2026, buying an estimated $65.7K and bringing the position to 2,739 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #253.

Hazlett, Burt & Watson first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hazlett, Burt & Watson held 2,739 shares of Vanguard Morningstar Mid-Cap ETF worth $222K as of Q2 2026.
Hazlett, Burt & Watson bought 847 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $65.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #253 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.