Nadler Financial Group’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 | $97.7M | Buy |
1,212,621
+12,817
| +1% | +$994K | 8.28% | 2 |
|
|
2026
Q1 | $86.1M | Buy |
1,199,804
+49,572
| +4% | +$3.68M | 8.3% | 2 |
|
|
2025
Q4 | $83.5M | Buy |
1,150,232
+23,120
| +2% | +$1.68M | 7.76% | 2 |
|
|
2025
Q3 | $82.8M | Buy |
1,127,112
+28,912
| +3% | +$2.08M | 7.89% | 2 |
|
|
2025
Q2 | $76.8M | Buy |
1,098,200
+14,004
| +1% | +$919K | 7.87% | 2 |
|
|
2025
Q1 | $70.1M | Buy |
1,084,196
+19,484
| +2% | +$1.31M | 7.76% | 3 |
|
|
2024
Q4 | $70.3M | Buy |
1,064,712
+9,612
| +0.9% | +$653K | 7.41% | 3 |
|
|
2024
Q3 | $69.6M | Buy |
1,055,100
+10,004
| +1% | +$628K | 7.67% | 3 |
|
|
2024
Q2 | $63.3M | Buy |
1,045,096
+20,956
| +2% | +$1.27M | 7.43% | 3 |
|
|
2024
Q1 | $64M | Buy |
1,024,140
+692
| +0.1% | +$40.9K | 7.89% | 3 |
|
|
2023
Q4 | $59.5M | Buy |
1,023,448
+25,092
| +3% | +$1.34M | 8.02% | 3 |
|
|
2023
Q3 | $52M | Buy |
998,356
+7,100
| +0.7% | +$389K | 7.87% | 3 |
|
|
2023
Q2 | $54.6M | Buy |
991,256
+3,432
| +0.3% | +$180K | 7.98% | 2 |
|
|
2023
Q1 | $52.1M | Buy |
987,824
+27,832
| +3% | +$1.48M | 8.29% | 2 |
|
|
2022
Q4 | $48.9M | Buy |
959,992
+79,528
| +9% | +$4.05M | 8.54% | 2 |
|
|
2022
Q3 | $41.4M | Buy |
880,464
+50,364
| +6% | +$2.63M | 7.87% | 3 |
|
|
2022
Q2 | $40.9M | Buy |
830,100
+18,980
| +2% | +$1.03M | 7.52% | 3 |
|
|
2022
Q1 | $48.2M | Sell |
811,120
-13,080
| -2% | -$767K | 7.56% | 3 |
|
|
2021
Q4 | $52.5M | Buy |
824,200
+10,040
| +1% | +$629K | 7.76% | 2 |
|
|
2021
Q3 | $48.2M | Buy |
814,160
+328
| +0% | +$19.8K | 7.86% | 2 |
|
|
2021
Q2 | $48.3M | Buy |
813,832
+28,168
| +4% | +$1.63M | 7.91% | 2 |
|
|
2021
Q1 | $43.5M | Buy |
785,664
+30,228
| +4% | +$1.64M | 7.77% | 3 |
|
|
2020
Q4 | $39M | Buy |
755,436
+40,276
| +6% | +$1.95M | 7.46% | 2 |
|
|
2020
Q3 | $31.5M | Buy |
715,160
+9,436
| +1% | +$411K | 6.98% | 4 |
|
|
2020
Q2 | $28.9M | Sell |
705,724
-85,940
| -11% | -$3.29M | 7.23% | 4 |
|
|
2020
Q1 | $26.1M | Sell |
791,664
-37,476
| -5% | -$1.55M | 8.01% | 3 |
|
|
2019
Q4 | $36.9M | Buy |
829,140
+21,124
| +3% | +$907K | 9.12% | 2 |
|
|
2019
Q3 | $33.9M | Buy |
808,016
+24,236
| +3% | +$1.01M | 9.43% | 2 |
|
|
2019
Q2 | $32.8M | Buy |
783,780
+15,432
| +2% | +$631K | 9.48% | 2 |
|
|
2019
Q1 | $30.9M | Sell |
768,348
-26,260
| -3% | -$1.01M | 9.84% | 1 |
|
|
2018
Q4 | $27.4M | Sell |
794,608
-22,488
| -3% | -$844K | 9.01% | 3 |
|
|
2018
Q3 | $33.5M | Sell |
817,096
-5,780
| -0.7% | -$236K | 9.07% | 2 |
|
|
2018
Q2 | $32.4M | Buy |
822,876
+31,284
| +4% | +$1.23M | 9.18% | 2 |
|
|
2018
Q1 | $30.5M | Sell |
791,592
-25,884
| -3% | -$1.02M | 9.4% | 3 |
|
|
2017
Q4 | $31.6M | Buy |
817,476
+8,968
| +1% | +$339K | 9.65% | 3 |
|
|
2017
Q3 | $29.7M | Buy |
808,508
+852
| +0.1% | +$30.7K | 9.79% | 3 |
|
|
2017
Q2 | $28.8M | Buy |
807,656
+7,208
| +0.9% | +$255K | 9.8% | 3 |
|
|
2017
Q1 | $27.9M | Sell |
800,448
-408
| -0.1% | -$14K | 9.72% | 3 |
|
|
2016
Q4 | $26.4M | Buy |
800,856
+17,640
| +2% | +$571K | 9.77% | 3 |
|
|
2016
Q3 | $25.3M | Buy |
783,216
+54,888
| +8% | +$1.76M | 9.98% | 3 |
|
|
2016
Q2 | $22.5M | Buy |
728,328
+6,616
| +0.9% | +$202K | 9.5% | 3 |
|
|
2016
Q1 | $21.9M | Sell |
721,712
-45,496
| -6% | -$1.29M | 9.57% | 3 |
|
|
2015
Q4 | $23M | Sell |
767,208
-5,956
| -0.8% | -$182K | 10.4% | 3 |
|
|
2015
Q3 | $22.6M | Buy |
773,164
+127,048
| +20% | +$3.96M | 11.28% | 3 |
|
|
2015
Q2 | $20.6M | Buy |
646,116
+120,048
| +23% | +$3.9M | 9.72% | 3 |
|
|
2015
Q1 | $17.5M | Buy |
526,068
+73,408
| +16% | +$2.31M | 8.39% | 4 |
|
|
2014
Q4 | $14M | Buy |
+452,660
| New | +$13.6M | 7.24% | 5 |
|
Other funds holding VO
Nadler Financial Group's VO Position: Q2 2026 in Review
Nadler Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $994K and bringing the position to 1,212,621 shares worth $97.7M. The position accounts for 8.28% of the portfolio, ranked #2.
Nadler Financial Group first reported a position in VO in Q4 2014 and has held it in 47 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Nadler Financial Group held 1,212,621 shares of Vanguard Morningstar Mid-Cap ETF worth $97.7M as of Q2 2026.
- Nadler Financial Group bought 12,817 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $994K.
- Vanguard Morningstar Mid-Cap ETF made up 8.28% of Nadler Financial Group's portfolio in Q2 2026, its #2 holding.
- Nadler Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.