Madden Advisory Services’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
Q1 | $984K | Buy |
13,700
+64
| +0.5% | +$4.75K | 0.39% | 56 |
|
|
2025
Q4 | $989K | Sell |
13,636
-396
| -3% | -$28.8K | 0.4% | 52 |
|
|
2025
Q3 | $1.03M | Sell |
14,032
-48
| -0.3% | -$3.45K | 0.4% | 52 |
|
|
2025
Q2 | $985K | Sell |
14,080
-68
| -0.5% | -$4.46K | 0.42% | 51 |
|
|
2025
Q1 | $915K | Buy |
14,148
+40
| +0.3% | +$2.68K | 0.43% | 51 |
|
|
2024
Q4 | $932K | Buy |
14,108
+72
| +0.5% | +$4.89K | 0.43% | 48 |
|
|
2024
Q3 | $926K | Buy |
14,036
+196
| +1% | +$12.3K | 0.42% | 51 |
|
|
2024
Q2 | $838K | Hold |
13,840
| – | – | 0.43% | 51 |
|
|
2024
Q1 | $864K | Sell |
13,840
-380
| -3% | -$22.5K | 0.46% | 47 |
|
|
2023
Q4 | $827K | Buy |
14,220
+1,652
| +13% | +$88.3K | 0.47% | 49 |
|
|
2023
Q3 | $654K | Buy |
12,568
+2,460
| +24% | +$135K | 0.41% | 50 |
|
|
2023
Q2 | $556K | Buy |
10,108
+1,796
| +22% | +$94.2K | 0.36% | 52 |
|
|
2023
Q1 | $438K | Buy |
8,312
+36
| +0.4% | +$1.92K | 0.31% | 59 |
|
|
2022
Q4 | $422K | Buy |
8,276
+452
| +6% | +$23K | 0.32% | 59 |
|
|
2022
Q3 | $368K | Sell |
7,824
-212
| -3% | -$11.1K | 0.29% | 60 |
|
|
2022
Q2 | $396K | Buy |
8,036
+552
| +7% | +$29.8K | 0.3% | 59 |
|
|
2022
Q1 | $445K | Buy |
7,484
+176
| +2% | +$10.3K | 0.3% | 51 |
|
|
2021
Q4 | $465K | Buy |
7,308
+608
| +9% | +$38.1K | 0.31% | 49 |
|
|
2021
Q3 | $397K | Buy |
6,700
+828
| +14% | +$50K | 0.28% | 53 |
|
|
2021
Q2 | $348K | Sell |
5,872
-360
| -6% | -$20.9K | 0.26% | 55 |
|
|
2021
Q1 | $345K | Hold |
6,232
| – | – | 0.27% | 55 |
|
|
2020
Q4 | $322K | Sell |
6,232
-2,788
| -31% | -$135K | 0.27% | 54 |
|
|
2020
Q3 | $397K | Sell |
9,020
-240
| -3% | -$10.5K | 0.38% | 43 |
|
|
2020
Q2 | $379K | Sell |
9,260
-460
| -5% | -$17.6K | 0.39% | 42 |
|
|
2020
Q1 | $319K | Buy |
+9,720
| New | +$403K | 0.22% | 60 |
|
|
2019
Q3 | – | Sell |
-5,620
| Closed | -$234K | – | 80 |
|
|
2019
Q2 | $234K | Sell |
5,620
-240
| -4% | -$9.82K | 0.15% | 79 |
|
|
2019
Q1 | $235K | Hold |
5,860
| – | – | 0.13% | 84 |
|
|
2018
Q4 | $202K | Hold |
5,860
| – | – | 0.12% | 85 |
|
|
2018
Q3 | $240K | Hold |
5,860
| – | – | 0.14% | 75 |
|
|
2018
Q2 | $230K | Hold |
5,860
| – | – | 0.15% | 74 |
|
|
2018
Q1 | $225K | Hold |
5,860
| – | – | 0.14% | 80 |
|
|
2017
Q4 | $226K | Hold |
5,860
| – | – | 0.14% | 81 |
|
|
2017
Q3 | $215K | Hold |
5,860
| – | – | 0.14% | 81 |
|
|
2017
Q2 | $208K | Hold |
5,860
| – | – | 0.14% | 80 |
|
|
2017
Q1 | $203K | Buy |
+5,860
| New | +$201K | 0.13% | 81 |
|
|
2015
Q4 | – | Sell |
-5,860
| Closed | -$170K | – | 268 |
|
|
2015
Q3 | $170K | Hold |
5,860
| – | – | 0.11% | 97 |
|
|
2015
Q2 | $186K | Buy |
+5,860
| New | +$190K | 0.11% | 94 |
|
|
2015
Q1 | – | Sell |
-5,860
| Closed | -$181K | – | 253 |
|
|
2014
Q4 | $181K | Buy |
5,860
+140
| +2% | +$4.22K | 0.1% | 100 |
|
|
2014
Q3 | $168K | Buy |
5,720
+100
| +2% | +$2.97K | 0.09% | 106 |
|
|
2014
Q2 | $167K | Buy |
+5,620
| New | +$160K | 0.09% | 105 |
|
Other funds holding VO
Madden Advisory Services's VO Position: Q1 2026 in Review
Madden Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q1 2026, buying an estimated $4.75K and bringing the position to 13,700 shares worth $984K. The position accounts for 0.39% of the portfolio, ranked #56.
Madden Advisory Services first reported a position in VO in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.03M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Madden Advisory Services held 13,700 shares of Vanguard Morningstar Mid-Cap ETF worth $984K as of Q1 2026.
- Madden Advisory Services bought 64 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $4.75K.
- Vanguard Morningstar Mid-Cap ETF made up 0.39% of Madden Advisory Services's portfolio in Q1 2026, its #56 holding.
- Madden Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2014 and has held it in 40 quarters since.
- Madden Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.03M in Q3 2025.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.