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JVL Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

JVL Associates’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 		$17.1M Buy
212,771
+911
+0.4% +$70.6K 4.86% 7
2026
Q1 		$15.2M Sell
211,860
-2,000
-0.9% -$149K 5.1% 7
2025
Q4 		$15.5M Sell
213,860
-768
-0.4% -$55.9K 5.05% 6
2025
Q3 		$15.8M Sell
214,628
-2,976
-1% -$214K 5.22% 6
2025
Q2 		$15.2M Buy
217,604
+27,028
+14% +$1.77M 5.47% 6
2025
Q1 		$12.3M Buy
190,576
+668
+0.4% +$44.8K 4.97% 6
2024
Q4 		$12.5M Sell
189,908
-1,436
-0.8% -$97.5K 4.75% 6
2024
Q3 		$12.6M Sell
191,344
-704
-0.4% -$44.2K 4.87% 6
2024
Q2 		$11.6M Sell
192,048
-684
-0.4% -$41.6K 4.66% 6
2024
Q1 		$12M Sell
192,732
-68
-0% -$4.02K 4.96% 6
2023
Q4 		$11.2M Buy
192,800
+7,480
+4% +$400K 5.07% 6
2023
Q3 		$9.65M Sell
185,320
-3,268
-2% -$179K 4.96% 6
2023
Q2 		$10.4M Sell
188,588
-5,036
-3% -$264K 5.05% 6
2023
Q1 		$10.2M Buy
193,624
+248
+0.1% +$13.2K 5.39% 6
2022
Q4 		$9.85M Buy
193,376
+29,012
+18% +$1.48M 5.73% 6
2022
Q3 		$7.72M Sell
164,364
-1,148
-0.7% -$60K 4.67% 8
2022
Q2 		$8.15M Buy
165,512
+38,312
+30% +$2.07M 5.67% 6
2022
Q1 		$7.56M Buy
127,200
+8,936
+8% +$524K 4.7% 8
2021
Q4 		$7.53M Buy
118,264
+4,452
+4% +$279K 4.71% 9
2021
Q3 		$6.74M Sell
113,812
-424
-0.4% -$25.6K 4.64% 9
2021
Q2 		$6.78M Sell
114,236
-444
-0.4% -$25.7K 4.67% 9
2021
Q1 		$6.35M Hold
114,680
– – 4.71% 9
2020
Q4 		$5.93M Hold
114,680
– – 4.72% 9
2020
Q3 		$5.05M Sell
114,680
-580
-0.5% -$25.3K 4.77% 8
2020
Q2 		$4.72M Buy
115,260
+33,156
+40% +$1.27M 4.95% 7
2020
Q1 		$2.7M Buy
+82,104
New +$3.4M 3.27% 10

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JVL Associates's VO Position: Q2 2026 in Review

JVL Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.43% in Q2 2026, buying an estimated $70.6K and bringing the position to 212,771 shares worth $17.1M. The position accounts for 4.86% of the portfolio, ranked #7.

JVL Associates first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 1,571 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • JVL Associates held 212,771 shares of Vanguard Morningstar Mid-Cap ETF worth $17.1M as of Q2 2026.
  • JVL Associates bought 911 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $70.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.86% of JVL Associates's portfolio in Q2 2026, its #7 holding.
  • JVL Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.