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Nikulski Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nikulski Financial’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 		$7.48M Buy
92,889
+1,969
+2% +$153K 1.61% 17
2026
Q1 		$6.53M Sell
90,920
-3,724
-4% -$277K 1.61% 16
2025
Q4 		$6.87M Sell
94,644
-25,336
-21% -$1.84M 1.64% 16
2025
Q3 		$8.81M Sell
119,980
-2,484
-2% -$178K 2.21% 14
2025
Q2 		$8.57M Buy
122,464
+1,112
+0.9% +$73K 2.35% 13
2025
Q1 		$7.85M Buy
121,352
+2,620
+2% +$176K 2.37% 13
2024
Q4 		$7.84M Buy
118,732
+572
+0.5% +$38.8K 2.3% 13
2024
Q3 		$7.79M Buy
118,160
+228
+0.2% +$14.3K 2.33% 12
2024
Q2 		$7.14M Sell
117,932
-2,184
-2% -$133K 2.27% 12
2024
Q1 		$7.5M Buy
120,116
+3,316
+3% +$196K 2.49% 12
2023
Q4 		$6.79M Buy
116,800
+2,276
+2% +$122K 2.49% 11
2023
Q3 		$5.96M Buy
114,524
+3,752
+3% +$206K 2.47% 11
2023
Q2 		$6.1M Buy
110,772
+3,280
+3% +$172K 2.52% 10
2023
Q1 		$5.67M Buy
107,492
+1,656
+2% +$88.1K 2.5% 9
2022
Q4 		$5.39M Sell
105,836
-692
-0.6% -$35.2K 2.57% 8
2022
Q3 		$5.01M Buy
106,528
+1,536
+1% +$80.3K 2.59% 10
2022
Q2 		$5.17M Buy
104,992
+1,360
+1% +$73.5K 2.57% 9
2022
Q1 		$6.16M Buy
103,632
+1,396
+1% +$81.9K 2.61% 9
2021
Q4 		$6.51M Buy
102,236
+1,460
+1% +$91.5K 2.73% 8
2021
Q3 		$5.96M Buy
100,776
+1,948
+2% +$118K 2.76% 8
2021
Q2 		$5.87M Buy
98,828
+2,768
+3% +$160K 2.73% 8
2021
Q1 		$5.32M Buy
96,060
+1,088
+1% +$59K 2.73% 8
2020
Q4 		$4.91M Buy
94,972
+1,468
+2% +$71.1K 2.69% 8
2020
Q3 		$4.12M Buy
93,504
+1,872
+2% +$81.6K 2.61% 9
2020
Q2 		$3.75M Sell
91,632
-120
-0.1% -$4.6K 2.64% 10
2020
Q1 		$3.02M Buy
91,752
+4,212
+5% +$174K 2.63% 10
2019
Q4 		$3.95M Buy
87,540
+8,768
+11% +$376K 2.86% 9
2019
Q3 		$3.28M Buy
78,772
+764
+1% +$31.9K 2.74% 11
2019
Q2 		$3.3M Buy
78,008
+10,808
+16% +$442K 2.79% 10
2019
Q1 		$2.7M Sell
67,200
-12,556
-16% -$483K 2.63% 14
2018
Q4 		$2.75M Sell
79,756
-2,548
-3% -$95.7K 2.89% 12
2018
Q3 		$3.1M Sell
82,304
-1,080
-1% -$44.1K 2.89% 11
2018
Q2 		$3.29M Buy
83,384
+1,256
+2% +$49.3K 3.03% 9
2018
Q1 		$3.17M Sell
82,128
-1,564
-2% -$61.6K 3.14% 10
2017
Q4 		$3.24M Buy
+83,692
New +$3.16M 3.49% 5

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Nikulski Financial's VO Position: Q2 2026 in Review

Nikulski Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $153K and bringing the position to 92,889 shares worth $7.48M. The position accounts for 1.61% of the portfolio, ranked #17.

Nikulski Financial first reported a position in VO in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.81M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Nikulski Financial held 92,889 shares of Vanguard Morningstar Mid-Cap ETF worth $7.48M as of Q2 2026.
  • Nikulski Financial bought 1,969 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.61% of Nikulski Financial's portfolio in Q2 2026, its #17 holding.
  • Nikulski Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Nikulski Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $8.81M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.