M Holdings Securities’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
Q2 | – | Sell |
-93,252
| Closed | -$2.43M | – | 278 |
|
|
2026
Q1 | $2.43M | Buy |
+93,252
| New | +$6.93M | 0.16% | 111 |
|
|
2025
Q2 | – | Sell |
-210,452
| Closed | -$13.6M | – | 210 |
|
|
2025
Q1 | $13.6M | Buy |
210,452
+12,736
| +6% | +$855K | 2.26% | 8 |
|
|
2024
Q4 | $13.1M | Buy |
+197,716
| New | +$13.4M | 2.11% | 11 |
|
|
2024
Q2 | – | Sell |
-162,960
| Closed | -$10.2M | – | 346 |
|
|
2024
Q1 | $10.2M | Buy |
162,960
+13,936
| +9% | +$824K | 1.71% | 12 |
|
|
2023
Q4 | $8.67M | Buy |
149,024
+22,532
| +18% | +$1.2M | 0.98% | 22 |
|
|
2023
Q3 | $6.58M | Buy |
+126,492
| New | +$6.94M | 0.87% | 26 |
|
|
2023
Q1 | – | Sell |
-100,944
| Closed | -$5.37M | – | 590 |
|
|
2022
Q4 | $5.14M | Buy |
100,944
+10,004
| +11% | +$510K | 0.54% | 37 |
|
|
2022
Q3 | $4.27M | Sell |
90,940
-6,596
| -7% | -$345K | 0.47% | 42 |
|
|
2022
Q2 | $4.8M | Sell |
97,536
-18,684
| -16% | -$1.01M | 0.49% | 45 |
|
|
2022
Q1 | $6.91M | Buy |
+116,220
| New | +$6.82M | 0.52% | 40 |
|
|
2021
Q2 | $5.93M | Sell |
99,944
-11,988
| -11% | -$695K | 0.58% | 41 |
|
|
2021
Q1 | $6.19M | Buy |
111,932
+8,500
| +8% | +$461K | 0.56% | 34 |
|
|
2020
Q4 | $5.35M | Buy |
103,432
+8,820
| +9% | +$427K | 0.68% | 32 |
|
|
2020
Q3 | $4.17M | Buy |
94,612
+1,220
| +1% | +$53.2K | 0.66% | 35 |
|
|
2020
Q2 | $3.83M | Buy |
93,392
+43,008
| +85% | +$1.65M | 0.68% | 35 |
|
|
2020
Q1 | $1.66M | Buy |
+50,384
| New | +$2.09M | 0.25% | 104 |
|
|
2019
Q2 | – | Sell |
-19,036
| Closed | -$765K | – | 346 |
|
|
2019
Q1 | $765K | Buy |
19,036
+4,088
| +27% | +$157K | 0.18% | 144 |
|
|
2018
Q4 | $516K | Sell |
14,948
-7,752
| -34% | -$291K | 0.16% | 166 |
|
|
2018
Q3 | $932K | Buy |
22,700
+8,104
| +56% | +$331K | 0.24% | 107 |
|
|
2018
Q2 | $575K | Sell |
14,596
-3,440
| -19% | -$135K | 0.16% | 172 |
|
|
2018
Q1 | $695K | Buy |
18,036
+1,712
| +10% | +$67.4K | 0.21% | 145 |
|
|
2017
Q4 | $632K | Buy |
16,324
+1,452
| +10% | +$54.8K | 0.19% | 154 |
|
|
2017
Q3 | $547K | Buy |
14,872
+2,300
| +18% | +$83K | 0.17% | 164 |
|
|
2017
Q2 | $448K | Buy |
12,572
+908
| +8% | +$32.1K | 0.15% | 175 |
|
|
2017
Q1 | $406K | Sell |
11,664
-132
| -1% | -$4.54K | 0.16% | 164 |
|
|
2016
Q4 | $388K | Buy |
+11,796
| New | +$382K | 0.13% | 163 |
|
|
2014
Q4 | – | Sell |
-1,868
| Closed | -$55K | – | 434 |
|
|
2014
Q3 | $55K | Buy |
+1,868
| New | +$55.5K | 0.03% | 367 |
|
Other funds holding VO
M Holdings Securities's VO Position: Q2 2026 in Review
M Holdings Securities sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 93,252 shares — an estimated $2.43M sold.
M Holdings Securities first reported a position in VO in Q3 2014 and held it in 27 quarters. The position peaked at $13.6M in Q1 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- M Holdings Securities reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
- M Holdings Securities sold 93,252 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.43M.
- M Holdings Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and held it in 27 quarters.
- M Holdings Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q1 2025.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.