MTM Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MTM Investment 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	$489K	Buy	6,072 +100	+2%	+$7.75K	0.14%	136
2026 Q1	$429K	Buy	5,972 +764	+15%	+$56.8K	0.14%	141
2025 Q4	$378K	Buy	5,208 +252	+5%	+$18.3K	0.12%	148
2025 Q3	$364K	Buy	4,956 +184	+4%	+$13.2K	0.12%	154
2025 Q2	$334K	Buy	4,772 +876	+22%	+$57.5K	0.11%	158
2025 Q1	$253K	Buy	3,896 +596	+18%	+$40K	0.1%	171
2024 Q4	$218K	Hold	3,300	–	–	0.08%	187
2024 Q3	$218K	Buy	3,300 +960	+41%	+$60.3K	0.08%	187
2024 Q2	$142K	Buy	2,340 +1,488	+175%	+$90.4K	0.06%	195
2024 Q1	$53.2K	Buy	852 +192	+29%	+$11.3K	0.02%	218
2023 Q4	$38.4K	Hold	660	–	–	0.02%	214
2023 Q3	$34.4K	Hold	660	–	–	0.02%	211
2023 Q2	$36.3K	Hold	660	–	–	0.02%	219
2023 Q1	$34.8K	Hold	660	–	–	0.02%	220
2022 Q4	$33.6K	Sell	660 -124	-16%	-$6.32K	0.02%	220
2022 Q3	$37K	Hold	784	–	–	0.02%	216
2022 Q2	$39K	Hold	784	–	–	0.02%	218
2022 Q1	$47K	Hold	784	–	–	0.02%	230
2021 Q4	$50K	Hold	784	–	–	0.02%	230
2021 Q3	$46K	Hold	784	–	–	0.03%	209
2021 Q2	$47K	Hold	784	–	–	0.02%	207
2021 Q1	$43K	Buy	+784	New	+$42.5K	0.02%	200

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

MTM Investment Management's VO Position: Q2 2026 in Review

MTM Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $7.75K and bringing the position to 6,072 shares worth $489K. The position accounts for 0.14% of the portfolio, ranked #136.

MTM Investment Management first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MTM Investment Management held 6,072 shares of Vanguard Morningstar Mid-Cap ETF worth $489K as of Q2 2026.
MTM Investment Management bought 100 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.75K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of MTM Investment Management's portfolio in Q2 2026, its #136 holding.
MTM Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.