Hoey Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hoey Investments’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	$71K	Buy	882 +2	+0.2%	+$155	0.01%	136
2026 Q1	$63.1K	Buy	880 +4	+0.5%	+$297	0.01%	137
2025 Q4	$63.5K	Buy	876 +8	+0.9%	+$582	0.01%	143
2025 Q3	$63.8K	Buy	868 +4	+0.5%	+$287	0.01%	151
2025 Q2	$60.6K	Hold	864	–	–	0.01%	144
2025 Q1	$56K	Buy	864 +4	+0.5%	+$268	0.01%	133
2024 Q4	$56.9K	Buy	860 +8	+0.9%	+$543	0.01%	126
2024 Q3	$51.6K	Hold	852	–	–	0.01%	127
2024 Q2	$51.6K	Buy	+852	New	+$51.8K	0.01%	127

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

Hoey Investments's VO Position: Q2 2026 in Review

Hoey Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q2 2026, buying an estimated $155 and bringing the position to 882 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #136.

Hoey Investments first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hoey Investments held 882 shares of Vanguard Morningstar Mid-Cap ETF worth $71K as of Q2 2026.
Hoey Investments bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #136 holding.
Hoey Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.