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

Marotta 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	$641K	Sell	7,972 -5,336	-40%	-$414K	0.11%	61
2026 Q1	$962K	Hold	13,308	–	–	0.18%	57
2025 Q4	$966K	Sell	13,308 -932	-7%	-$67.8K	0.18%	54
2025 Q3	$1.04M	Hold	14,240	–	–	0.2%	53
2025 Q2	$996K	Sell	14,240 -164	-1%	-$10.8K	0.2%	54
2025 Q1	$950K	Hold	14,404	–	–	0.19%	56
2024 Q4	$950K	Hold	14,404	–	–	0.2%	55
2024 Q3	$950K	Hold	14,404	–	–	0.19%	56
2024 Q2	$865K	Sell	14,404 -484	-3%	-$29.4K	0.18%	56
2024 Q1	$930K	Hold	14,888	–	–	0.19%	55
2023 Q4	$866K	Sell	14,888 -640	-4%	-$34.2K	0.19%	55
2023 Q3	$808K	Hold	15,528	–	–	0.19%	54
2023 Q2	$855K	Buy	+15,528	New	+$814K	0.19%	51
2022 Q4	$795K	Sell	15,604 -40	-0.3%	-$2.04K	0.19%	54
2022 Q3	$735K	Hold	15,644	–	–	0.19%	52
2022 Q2	$781K	Sell	15,644 -48	-0.3%	-$2.59K	0.19%	55
2022 Q1	$933K	Sell	15,692 -48	-0.3%	-$2.82K	0.22%	51
2021 Q4	$1M	Hold	15,740	–	–	0.23%	46
2021 Q3	$932K	Buy	15,740 +12	+0.1%	+$725	0.23%	45
2021 Q2	$938K	Buy	15,728 +76	+0.5%	+$4.41K	0.23%	43
2021 Q1	$879K	Hold	15,652	–	–	0.22%	42
2020 Q4	$809K	Hold	15,652	–	–	0.21%	42
2020 Q3	$690K	Sell	15,652 -4	-0%	-$174	0.21%	44
2020 Q2	$642K	Hold	15,656	–	–	0.21%	46
2020 Q1	$490K	Hold	15,656	–	–	0.19%	49
2019 Q4	$701K	Buy	+15,656	New	+$672K	0.21%	50

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Marotta Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 40% in Q2 2026, selling an estimated $414K and leaving 7,972 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #61.

Marotta Asset Management first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Marotta Asset Management held 7,972 shares of Vanguard Morningstar Mid-Cap ETF worth $641K as of Q2 2026.
Marotta Asset Management sold 5,336 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $414K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Marotta Asset Management's portfolio in Q2 2026, its #61 holding.
Marotta Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Marotta Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.04M in Q3 2025.
1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.