JVL Associates
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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
Q3 		$16.6M Sell
211,928
-843
-0.4% -$68.6K 4.78% 7
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 		$9.6M 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 		$9.9M 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

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PNC Financial Services Group
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Allworth Financial
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Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

JVL Associates's VO Position: Q3 2026 in Review

JVL Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q3 2026, selling an estimated $68.6K and leaving 211,928 shares worth $16.6M. The position accounts for 4.78% of the portfolio, ranked #7.

JVL Associates first reported a position in VO in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.1M in Q2 2026. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • JVL Associates held 211,928 shares of Vanguard Morningstar Mid-Cap ETF worth $16.6M as of Q3 2026.
  • JVL Associates sold 843 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $68.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.78% of JVL Associates's portfolio in Q3 2026, its #7 holding.
  • JVL Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • JVL Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $17.1M in Q2 2026.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.