Human Investing’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Human Investing’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	$693K	Sell	8,604 -1,404	-14%	-$109K	0.09%	56
2026 Q1	$718K	Buy	10,008 +1,708	+21%	+$127K	0.1%	54
2025 Q4	$602K	Buy	8,300 +1,116	+16%	+$81.2K	0.09%	58
2025 Q3	$528K	Buy	7,184 +552	+8%	+$39.6K	0.08%	61
2025 Q2	$464K	Buy	+6,632	New	+$435K	0.07%	65
2025 Q1	–	Sell	-2,216	Closed	-$146K	–	299
2024 Q4	$146K	Buy	+2,216	New	+$150K	0.03%	101
2022 Q3	–	Sell	-9,228	Closed	-$454K	–	124
2022 Q2	$454K	Buy	+9,228	New	+$499K	0.11%	95
2021 Q2	–	Sell	-280	Closed	-$15K	–	285
2021 Q1	$15K	Hold	280	–	–	﹤0.01%	216
2020 Q4	$14K	Sell	280 -564	-67%	-$27.3K	﹤0.01%	216
2020 Q3	$37K	Buy	844 +284	+51%	+$12.4K	0.01%	166
2020 Q2	$23K	Sell	560 -2,424	-81%	-$92.9K	0.01%	183
2020 Q1	$98K	Buy	+2,984	New	+$124K	0.04%	112
2019 Q1	–	Sell	-14,300	Closed	-$494K	–	423
2018 Q4	$494K	Buy	+14,300	New	+$537K	0.21%	93

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Human Investing's VO Position: Q2 2026 in Review

Human Investing reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $109K and leaving 8,604 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #56.

Human Investing first reported a position in VO in Q4 2018 and has held it in 13 quarters since. The position peaked at $718K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Human Investing held 8,604 shares of Vanguard Morningstar Mid-Cap ETF worth $693K as of Q2 2026.
Human Investing sold 1,404 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Human Investing's portfolio in Q2 2026, its #56 holding.
Human Investing first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 13 quarters since.
Human Investing's Vanguard Morningstar Mid-Cap ETF position peaked at $718K in Q1 2026.
1,335 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.