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McAdam LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McAdam LLC’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 		$8.09M Buy
100,365
+11,045
+12% +$856K 0.31% 38
2026
Q1 		$6.41M Buy
89,320
+5,488
+7% +$408K 0.29% 43
2025
Q4 		$6.08M Buy
83,832
+3,488
+4% +$254K 0.28% 46
2025
Q3 		$5.9M Sell
80,344
-2,036
-2% -$146K 0.29% 45
2025
Q2 		$5.76M Buy
82,380
+2,688
+3% +$176K 0.32% 43
2025
Q1 		$5.15M Sell
79,692
-124,716
-61% -$8.37M 0.32% 41
2024
Q4 		$13.5M Buy
204,408
+2,404
+1% +$163K 0.74% 22
2024
Q3 		$13.3M Buy
202,004
+195,480
+2,996% +$12.3M 0.75% 22
2024
Q2 		$395K Buy
6,524
+516
+9% +$31.4K 0.02% 199
2024
Q1 		$375K Buy
6,008
+4
+0.1% +$236 0.02% 198
2023
Q4 		$349K Sell
6,004
-32
-0.5% -$1.71K 0.03% 195
2023
Q3 		$314K Sell
6,036
-108
-2% -$5.92K 0.03% 196
2023
Q2 		$338K Sell
6,144
-436
-7% -$22.9K 0.03% 191
2023
Q1 		$347K Buy
6,580
+2,968
+82% +$158K 0.03% 182
2022
Q4 		$230K Sell
3,612
-2,232
-38% -$114K 0.02% 163
2022
Q3 		$275K Sell
5,844
-80
-1% -$4.18K 0.03% 177
2022
Q2 		$292K Buy
5,924
+1,680
+40% +$90.8K 0.03% 174
2022
Q1 		$252K Buy
4,244
+632
+17% +$37.1K 0.02% 179
2021
Q4 		$230K Sell
3,612
-20
-0.6% -$1.25K 0.02% 163
2021
Q3 		$215K Sell
3,632
-2,140
-37% -$129K 0.02% 165
2021
Q2 		$348K Buy
+5,772
New +$335K 0.04% 125
2018
Q4 		– Sell
-1,336
Closed -$54K – 597
2018
Q3 		$54K Hold
1,336
– – 0.02% 163
2018
Q2 		$53K Buy
1,336
+48
+4% +$1.88K 0.02% 148
2018
Q1 		$50K Buy
+1,288
New +$50.7K 0.02% 154

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

McAdam LLC's VO Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $856K and bringing the position to 100,365 shares worth $8.09M. The position accounts for 0.31% of the portfolio, ranked #38.

McAdam LLC first reported a position in VO in Q1 2018 and has held it in 24 quarters since. The position peaked at $13.5M in Q4 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • McAdam LLC held 100,365 shares of Vanguard Morningstar Mid-Cap ETF worth $8.09M as of Q2 2026.
  • McAdam LLC bought 11,045 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $856K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of McAdam LLC's portfolio in Q2 2026, its #38 holding.
  • McAdam LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 24 quarters since.
  • McAdam LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $13.5M in Q4 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.