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

Hillman 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	$25.5M	Buy	316,332 +77,412	+32%	+$6M	9.02%	3
2026 Q1	$17.2M	Hold	238,920	–	–	6.67%	7
2025 Q4	$17.3M	Hold	238,920	–	–	6.01%	9
2025 Q3	$17.5M	Hold	238,920	–	–	5.42%	10
2025 Q2	$16.7M	Sell	238,920 -52,188	-18%	-$3.43M	6.36%	9
2025 Q1	$18.8M	Buy	291,108 +97,832	+51%	+$6.57M	7.12%	7
2024 Q4	$12.8M	Hold	193,276	–	–	5.4%	9
2024 Q3	$12.7M	Hold	193,276	–	–	5.56%	7
2024 Q2	$11.7M	Hold	193,276	–	–	5.61%	8
2024 Q1	$12.1M	Buy	193,276 +111,452	+136%	+$6.59M	5.63%	9
2023 Q4	$4.76M	Hold	81,824	–	–	2.24%	11
2023 Q3	$4.26M	Buy	+81,824	New	+$4.49M	2.55%	10

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

Hillman Company's VO Position: Q2 2026 in Review

Hillman Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 32% in Q2 2026, buying an estimated $6M and bringing the position to 316,332 shares worth $25.5M. The position accounts for 9.02% of the portfolio, ranked #3.

Hillman Company first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hillman Company held 316,332 shares of Vanguard Morningstar Mid-Cap ETF worth $25.5M as of Q2 2026.
Hillman Company bought 77,412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6M.
Vanguard Morningstar Mid-Cap ETF made up 9.02% of Hillman Company's portfolio in Q2 2026, its #3 holding.
Hillman Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hillman Company's 13F filing for Q2 2026, filed 27 Jul 2026.