Koshinski Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Koshinski Asset Management’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	$5.6M	Sell	69,487 -6,017	-8%	-$466K	0.3%	76
2026 Q1	$5.42M	Buy	75,504 +11,212	+17%	+$833K	0.34%	63
2025 Q4	$4.66M	Buy	64,292 +4,996	+8%	+$363K	0.3%	72
2025 Q3	$4.35M	Buy	59,296 +1,644	+3%	+$118K	0.29%	72
2025 Q2	$4.03M	Buy	57,652 +3,848	+7%	+$253K	0.3%	68
2025 Q1	$3.48M	Buy	53,804 +5,668	+12%	+$380K	0.3%	76
2024 Q4	$3.18B	Buy	48,136 +2,772	+6%	+$188K	0.27%	83
2024 Q3	$2.99M	Buy	45,364 +996	+2%	+$62.5K	0.26%	86
2024 Q2	$2.68M	Sell	44,368 -3,468	-7%	-$211K	0.25%	87
2024 Q1	$2.99M	Sell	47,836 -5,868	-11%	-$347K	0.31%	71
2023 Q4	$3.12M	Buy	53,704 +9,724	+22%	+$520K	0.47%	44
2023 Q3	$2.29M	Buy	43,980 +848	+2%	+$46.5K	0.26%	91
2023 Q2	$2.37M	Sell	43,132 -15,716	-27%	-$824K	0.25%	89
2023 Q1	$3.1M	Buy	58,848 +6,700	+13%	+$356K	0.3%	78
2022 Q4	$2.66M	Buy	52,148 +7,140	+16%	+$364K	0.26%	95
2022 Q3	$2.12M	Sell	45,008 -1,220	-3%	-$63.8K	0.25%	102
2022 Q2	$2.28M	Buy	46,228 +1,236	+3%	+$66.8K	0.23%	114
2022 Q1	$2.68M	Buy	44,992 +2,036	+5%	+$119K	0.22%	105
2021 Q4	$2.74M	Sell	42,956 -2,208	-5%	-$138K	0.22%	97
2021 Q3	$2.67M	Buy	45,164 +28,252	+167%	+$1.71M	0.23%	98
2021 Q2	$1M	Sell	16,912 -5,728	-25%	-$332K	0.13%	196
2021 Q1	$1.25M	Buy	22,640 +436	+2%	+$23.7K	0.13%	180
2020 Q4	$1.15M	Sell	22,204 -908	-4%	-$44K	0.15%	174
2020 Q3	$1.08K	Buy	23,112 +92	+0.4%	+$4.01K	0.15%	165
2020 Q2	$943K	Buy	23,020 +304	+1%	+$11.6K	0.15%	171
2020 Q1	$748K	Buy	22,716 +680	+3%	+$28.2K	0.16%	174
2019 Q4	$977K	Buy	22,036 +796	+4%	+$34.2K	0.17%	189
2019 Q3	$890K	Buy	21,240 +7,780	+58%	+$325K	0.62%	55
2019 Q2	$562K	Sell	13,460 -4,256	-24%	-$174K	0.23%	134
2019 Q1	$712	Sell	17,716 -1,704	-9%	-$65.5K	0.19%	147
2018 Q4	$671K	Buy	19,420 +852	+5%	+$32K	0.16%	176
2018 Q3	$762K	Buy	18,568 +4,072	+28%	+$166K	0.11%	249
2018 Q2	$571K	Sell	14,496 -264	-2%	-$10.4K	0.17%	184
2018 Q1	$569K	Sell	14,760 -5,252	-26%	-$207K	0.18%	189
2017 Q4	$774K	Buy	20,012 +7,904	+65%	+$298K	0.19%	182
2017 Q3	$445K	Sell	12,108 -60	-0.5%	-$2.16K	0.15%	217
2017 Q2	$434K	Buy	12,168 +296	+2%	+$10.5K	0.16%	210
2017 Q1	$413K	Buy	+11,872	New	+$408K	0.16%	189
2016 Q3	–	Sell	-6,476	Closed	-$200K	–	301
2016 Q2	$200K	Buy	+6,476	New	+$198K	0.11%	248
2015 Q4	–	Sell	-7,504	Closed	-$239K	–	241
2015 Q3	$239K	Sell	7,504 -2,828	-27%	-$88.2K	0.15%	187
2015 Q2	$329K	Buy	10,332 +308	+3%	+$9.99K	0.21%	150
2015 Q1	$333K	Buy	+10,024	New	+$315K	0.22%	143

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

Koshinski Asset Management's VO Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, selling an estimated $466K and leaving 69,487 shares worth $5.6M. The position accounts for 0.3% of the portfolio, ranked #76.

Koshinski Asset Management first reported a position in VO in Q1 2015 and has held it in 42 quarters since. The position peaked at $3.18B in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Koshinski Asset Management held 69,487 shares of Vanguard Morningstar Mid-Cap ETF worth $5.6M as of Q2 2026.
Koshinski Asset Management sold 6,017 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $466K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Koshinski Asset Management's portfolio in Q2 2026, its #76 holding.
Koshinski Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 42 quarters since.
Koshinski Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.18B in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.