Howe & Rusling’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.4M | Buy |
130,868
+5,044
| +4% | +$375K | 0.61% | 53 |
|
|
2025
Q4 | $9.13M | Buy |
125,824
+4,144
| +3% | +$301K | 0.6% | 51 |
|
|
2025
Q3 | $8.94M | Buy |
121,680
+3,232
| +3% | +$232K | 0.61% | 52 |
|
|
2025
Q2 | $8.29M | Buy |
118,448
+7,420
| +7% | +$487K | 0.61% | 48 |
|
|
2025
Q1 | $7.18M | Sell |
111,028
-8,180
| -7% | -$549K | 0.6% | 53 |
|
|
2024
Q4 | $7.87M | Buy |
119,208
+3,364
| +3% | +$228K | 0.68% | 48 |
|
|
2024
Q3 | $7.64M | Buy |
115,844
+12,140
| +12% | +$762K | 0.66% | 52 |
|
|
2024
Q2 | $6.28M | Sell |
103,704
-5,376
| -5% | -$327K | 0.57% | 64 |
|
|
2024
Q1 | $6.81M | Sell |
109,080
-26,688
| -20% | -$1.58M | 0.65% | 56 |
|
|
2023
Q4 | $7.9M | Buy |
135,768
+9,988
| +8% | +$534K | 0.84% | 42 |
|
|
2023
Q3 | $6.55M | Buy |
125,780
+2,644
| +2% | +$145K | 0.77% | 45 |
|
|
2023
Q2 | $6.78M | Buy |
123,136
+672
| +0.5% | +$35.2K | 0.76% | 45 |
|
|
2023
Q1 | $6.46M | Buy |
122,464
+4,888
| +4% | +$260K | 0.77% | 45 |
|
|
2022
Q4 | $5.99M | Sell |
117,576
-2,756
| -2% | -$140K | 0.75% | 48 |
|
|
2022
Q3 | $5.66M | Buy |
120,332
+5,784
| +5% | +$302K | 0.75% | 46 |
|
|
2022
Q2 | $5.64M | Buy |
114,548
+8,152
| +8% | +$440K | 0.72% | 49 |
|
|
2022
Q1 | $6.33M | Sell |
106,396
-14,296
| -12% | -$839K | 0.73% | 50 |
|
|
2021
Q4 | $7.69M | Buy |
120,692
+888
| +0.7% | +$55.7K | 0.9% | 41 |
|
|
2021
Q3 | $7.09M | Buy |
119,804
+1,724
| +1% | +$104K | 0.89% | 42 |
|
|
2021
Q2 | $7.01M | Sell |
118,080
-6,176
| -5% | -$358K | 0.88% | 43 |
|
|
2021
Q1 | $6.88M | Buy |
124,256
+364
| +0.3% | +$19.8K | 0.93% | 42 |
|
|
2020
Q4 | $6.4M | Sell |
123,892
-50,548
| -29% | -$2.45M | 0.97% | 37 |
|
|
2020
Q3 | $7.69M | Sell |
174,440
-2,436
| -1% | -$106K | 1.32% | 22 |
|
|
2020
Q2 | $7.25M | Buy |
176,876
+5,904
| +3% | +$226K | 1.34% | 26 |
|
|
2020
Q1 | $5.63M | Buy |
170,972
+28,136
| +20% | +$1.17M | 1.21% | 28 |
|
|
2019
Q4 | $6.36M | Buy |
142,836
+4,816
| +3% | +$207K | 1.05% | 30 |
|
|
2019
Q3 | $5.78M | Sell |
138,020
-4,032
| -3% | -$168K | 1.01% | 34 |
|
|
2019
Q2 | $5.94M | Buy |
142,052
+2,252
| +2% | +$92.2K | 1.03% | 33 |
|
|
2019
Q1 | $5.62M | Buy |
139,800
+20,300
| +17% | +$781K | 0.97% | 36 |
|
|
2018
Q4 | $4.13M | Buy |
119,500
+113,748
| +1,978% | +$4.27M | 0.87% | 38 |
|
|
2018
Q3 | $236K | Buy |
5,752
+5,004
| +669% | +$204K | 0.04% | 145 |
|
|
2018
Q2 | $29K | Buy |
+748
| New | +$29.4K | 0.01% | 317 |
|
|
2017
Q1 | – | Sell |
-240
| Closed | -$8K | – | 1060 |
|
|
2016
Q4 | $8K | Hold |
240
| – | – | ﹤0.01% | 570 |
|
|
2016
Q3 | $8K | Buy |
+240
| New | +$7.7K | ﹤0.01% | 575 |
|
Other funds holding VO
Howe & Rusling's VO Position: Q1 2026 in Review
Howe & Rusling increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q1 2026, buying an estimated $375K and bringing the position to 130,868 shares worth $9.4M. The position accounts for 0.61% of the portfolio, ranked #53.
Howe & Rusling first reported a position in VO in Q3 2016 and has held it in 34 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Howe & Rusling held 130,868 shares of Vanguard Morningstar Mid-Cap ETF worth $9.4M as of Q1 2026.
- Howe & Rusling bought 5,044 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $375K.
- Vanguard Morningstar Mid-Cap ETF made up 0.61% of Howe & Rusling's portfolio in Q1 2026, its #53 holding.
- Howe & Rusling first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 34 quarters since.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.