NDSI
VO icon

Newman Dignan & Sheerar Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$4.68M Sell
58,097
-315
-0.5% -$24.4K 0.9% 30
2026
Q1 		$4.19M Sell
58,412
-2,756
-5% -$205K 0.88% 29
2025
Q4 		$4.44M Sell
61,168
-1,284
-2% -$93.4K 0.92% 26
2025
Q3 		$4.59M Buy
62,452
+300
+0.5% +$21.5K 0.99% 23
2025
Q2 		$4.35M Sell
62,152
-2,192
-3% -$144K 1% 23
2025
Q1 		$4.16M Buy
64,344
+11,868
+23% +$796K 1.14% 23
2024
Q4 		$3.47M Buy
52,476
+1,052
+2% +$71.4K 0.89% 27
2024
Q3 		$3.43M Buy
51,424
+10,624
+26% +$667K 0.82% 29
2024
Q2 		$2.47M Buy
40,800
+5,168
+15% +$314K 0.64% 43
2024
Q1 		$2.23M Buy
35,632
+4,468
+14% +$264K 0.6% 47
2023
Q4 		$1.81M Buy
31,164
+1,884
+6% +$101K 0.55% 50
2023
Q3 		$1.52M Buy
29,280
+3,552
+14% +$195K 0.5% 54
2023
Q2 		$1.42M Sell
25,728
-244
-0.9% -$12.8K 0.44% 62
2023
Q1 		$1.37M Buy
25,972
+956
+4% +$50.9K 0.44% 65
2022
Q4 		$1.27M Buy
25,016
+2,732
+12% +$139K 0.42% 68
2022
Q3 		$1.05K Buy
22,284
+992
+5% +$51.8K 0.16% 75
2022
Q2 		$1.05M Buy
21,292
+4,216
+25% +$228K 0.36% 78
2022
Q1 		$1.01K Buy
17,076
+1,960
+13% +$115K 0.19% 78
2021
Q4 		$963K Buy
15,116
+948
+7% +$59.4K 0.29% 85
2021
Q3 		$839K Buy
14,168
+252
+2% +$15.2K 0.24% 84
2021
Q2 		$826K Buy
13,916
+824
+6% +$47.8K 0.28% 83
2021
Q1 		$724K Buy
13,092
+740
+6% +$40.2K 0.26% 85
2020
Q4 		$639 Buy
12,352
+1,868
+18% +$90.4K 0.1% 88
2020
Q3 		$462K Buy
+10,484
New +$457K 0.19% 99
2019
Q3 		– Sell
-8,576
Closed -$358 – 169
2019
Q2 		$358 Buy
+8,576
New +$351K 0.01% 119
2018
Q2 		– Sell
-8,416
Closed -$324K – 161
2018
Q1 		$324K Hold
8,416
– – 0.16% 124
2017
Q4 		$326K Buy
+8,416
New +$318K 0.16% 129

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Vanguard Mid-Cap ETF (VO) stake by 0.54% in Q2 2026, selling an estimated $24.4K and leaving 58,097 shares worth $4.68M. The position accounts for 0.9% of the portfolio, ranked #30.

Newman Dignan & Sheerar Inc first reported a position in VO in Q4 2017 and has held it in 27 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 58,097 shares of Vanguard Mid-Cap ETF worth $4.68M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 315 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Mid-Cap ETF made up 0.9% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #30 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.