NDSI
VO icon

Newman Dignan & Sheerar Inc’s Vanguard Morningstar 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 		$1.05M 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 		$1.01M 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 		$639K 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 -$358K – 169
2019
Q2 		$358K Buy
+8,576
New +$351K 0.16% 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

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 22.9% 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

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

Newman Dignan & Sheerar Inc reduced its Vanguard Morningstar 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. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 58,097 shares of Vanguard Morningstar Mid-Cap ETF worth $4.68M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 315 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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