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Nicholas Hoffman & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nicholas Hoffman & Company’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 		$385M Buy
4,774,432
+30,832
+0.6% +$2.39M 8.12% 5
2026
Q1 		$341M Buy
4,743,600
+37,868
+0.8% +$2.81M 7.86% 5
2025
Q4 		$341M Buy
4,705,732
+13,788
+0.3% +$1M 7.92% 5
2025
Q3 		$345M Buy
4,691,944
+306,704
+7% +$22M 8.34% 5
2025
Q2 		$307M Buy
4,385,240
+944,136
+27% +$62M 7.93% 4
2025
Q1 		$222M Buy
3,441,104
+456,572
+15% +$30.6M 8.46% 4
2024
Q4 		$197M Buy
2,984,532
+310,876
+12% +$21.1M 7.89% 3
2024
Q3 		$176M Buy
2,673,656
+206,132
+8% +$12.9M 7.44% 3
2024
Q2 		$149M Buy
2,467,524
+303,568
+14% +$18.4M 7% 3
2024
Q1 		$135M Buy
2,163,956
+375,724
+21% +$22.2M 6.86% 3
2023
Q4 		$104M Buy
1,788,232
+413,648
+30% +$22.1M 6.26% 4
2023
Q3 		$71.6M Buy
1,374,584
+332,796
+32% +$18.3M 5.28% 6
2023
Q2 		$57.3M Buy
1,041,788
+38,900
+4% +$2.04M 2.24% 8
2023
Q1 		$52.9M Buy
1,002,888
+284,296
+40% +$15.1M 4.76% 5
2022
Q4 		$36.6M Buy
718,592
+197,460
+38% +$10.1M 3.94% 9
2022
Q3 		$24.5M Buy
521,132
+168,720
+48% +$8.82M 1.15% 11
2022
Q2 		$17.4M Buy
352,412
+5,532
+2% +$299K 0.81% 11
2022
Q1 		$20.6M Buy
346,880
+34,284
+11% +$2.01M 0.82% 9
2021
Q4 		$19.9M Buy
312,596
+9,432
+3% +$591K 0.64% 8
2021
Q3 		$17.9M Sell
303,164
-1,908
-0.6% -$115K 3.15% 5
2021
Q2 		$18.1M Buy
305,072
+13,900
+5% +$806K 3.27% 5
2021
Q1 		$16.1M Buy
291,172
+17,416
+6% +$945K 3.25% 5
2020
Q4 		$14.2M Buy
273,756
+9,180
+3% +$444K 3.26% 7
2020
Q3 		$11.7M Buy
264,576
+9,664
+4% +$421K 3.09% 7
2020
Q2 		$10.4M Sell
254,912
-528
-0.2% -$20.2K 3.01% 6
2020
Q1 		$8.41M Buy
255,440
+32,672
+15% +$1.35M 2.83% 6
2019
Q4 		$9.92M Buy
222,768
+9,404
+4% +$404K 2.74% 7
2019
Q3 		$8.94M Buy
213,364
+5,944
+3% +$248K 2.72% 7
2019
Q2 		$8.67M Sell
207,420
-2,060
-1% -$84.3K 2.69% 7
2019
Q1 		$8.42M Sell
209,480
-26,500
-11% -$1.02M 2.7% 6
2018
Q4 		$8.15M Buy
235,980
+42,916
+22% +$1.61M 2.8% 7
2018
Q3 		$7.92M Buy
193,064
+4,556
+2% +$186K 2.67% 6
2018
Q2 		$7.43M Buy
188,508
+22,184
+13% +$871K 2.73% 7
2018
Q1 		$6.41M Sell
166,324
-416
-0.2% -$16.4K 2.5% 7
2017
Q4 		$6.45M Sell
166,740
-3,736
-2% -$141K 2.53% 7
2017
Q3 		$6.26M Buy
170,476
+5,032
+3% +$181K 2.64% 7
2017
Q2 		$5.89M Buy
165,444
+2,148
+1% +$75.9K 2.68% 6
2017
Q1 		$5.68M Buy
163,296
+8,080
+5% +$278K 2.66% 5
2016
Q4 		$5.15M Buy
155,216
+5,048
+3% +$163K 2.6% 6
2016
Q3 		$4.86M Sell
150,168
-260
-0.2% -$8.34K 2.66% 6
2016
Q2 		$4.65M Buy
+150,428
New +$4.6M 2.69% 6

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

Nicholas Hoffman & Company's VO Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.65% in Q2 2026, buying an estimated $2.39M and bringing the position to 4,774,432 shares worth $385M. The position accounts for 8.12% of the portfolio, ranked #5.

Nicholas Hoffman & Company first reported a position in VO in Q2 2016 and has held it in 41 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Nicholas Hoffman & Company held 4,774,432 shares of Vanguard Morningstar Mid-Cap ETF worth $385M as of Q2 2026.
  • Nicholas Hoffman & Company bought 30,832 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.39M.
  • Vanguard Morningstar Mid-Cap ETF made up 8.12% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #5 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 41 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.