Northwest Quadrant Wealth Management’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 | $56.6M | Buy |
702,864
+9,228
| +1% | +$715K | 10.49% | 3 |
|
|
2026
Q1 | $49.8M | Sell |
693,636
-10,164
| -1% | -$755K | 10.35% | 5 |
|
|
2025
Q4 | $51.1M | Buy |
703,800
+6,572
| +0.9% | +$478K | 10.56% | 4 |
|
|
2025
Q3 | $51.2M | Sell |
697,228
-109,988
| -14% | -$7.9M | 10.81% | 4 |
|
|
2025
Q2 | $56.5M | Sell |
807,216
-4,416
| -0.5% | -$290K | 12.59% | 2 |
|
|
2025
Q1 | $52.5M | Sell |
811,632
-96,604
| -11% | -$6.48M | 12.32% | 2 |
|
|
2024
Q4 | $60M | Buy |
908,236
+4,848
| +0.5% | +$329K | 13.64% | 2 |
|
|
2024
Q3 | $59.6M | Buy |
903,388
+3,868
| +0.4% | +$243K | 13.73% | 2 |
|
|
2024
Q2 | $54.4M | Buy |
899,520
+5,232
| +0.6% | +$318K | 13.4% | 2 |
|
|
2024
Q1 | $55.9M | Buy |
894,288
+880
| +0.1% | +$52K | 13.68% | 2 |
|
|
2023
Q4 | $52M | Sell |
893,408
-204
| -0% | -$10.9K | 13.44% | 2 |
|
|
2023
Q3 | $46.5M | Buy |
893,612
+11,172
| +1% | +$613K | 13.06% | 2 |
|
|
2023
Q2 | $48.6M | Buy |
882,440
+6,468
| +0.7% | +$339K | 13.42% | 2 |
|
|
2023
Q1 | $46.2M | Buy |
875,972
+25,332
| +3% | +$1.35M | 13.3% | 2 |
|
|
2022
Q4 | $43.3M | Buy |
850,640
+6,820
| +0.8% | +$347K | 13.21% | 2 |
|
|
2022
Q3 | $39.7M | Buy |
843,820
+19,408
| +2% | +$1.01M | 13.01% | 2 |
|
|
2022
Q2 | $41.2M | Buy |
824,412
+20,144
| +3% | +$1.09M | 12.76% | 2 |
|
|
2022
Q1 | $48.3M | Buy |
804,268
+24,004
| +3% | +$1.41M | 13.25% | 2 |
|
|
2021
Q4 | $49.7M | Buy |
780,264
+32,876
| +4% | +$2.06M | 13.35% | 2 |
|
|
2021
Q3 | $44.7M | Buy |
747,388
+12,864
| +2% | +$777K | 12.82% | 2 |
|
|
2021
Q2 | $43.7M | Buy |
734,524
+21,472
| +3% | +$1.24M | 12.58% | 2 |
|
|
2021
Q1 | $39.5M | Buy |
713,052
+33,756
| +5% | +$1.83M | 12.19% | 4 |
|
|
2020
Q4 | $35M | Buy |
679,296
+50,392
| +8% | +$2.44M | 11.85% | 3 |
|
|
2020
Q3 | $27.5M | Buy |
628,904
+10,488
| +2% | +$457K | 10.92% | 4 |
|
|
2020
Q2 | $24.9M | Buy |
618,416
+16,600
| +3% | +$636K | 10.51% | 4 |
|
|
2020
Q1 | $22.5M | Buy |
601,816
+79,240
| +15% | +$3.28M | 10.21% | 4 |
|
|
2019
Q4 | $23.2M | Sell |
522,576
-18,736
| -3% | -$805K | 9.56% | 4 |
|
|
2019
Q3 | $22.9M | Buy |
541,312
+34,092
| +7% | +$1.42M | 9.8% | 5 |
|
|
2019
Q2 | $21M | Buy |
507,220
+16,508
| +3% | +$675K | 9.59% | 5 |
|
|
2019
Q1 | $19.9M | Buy |
490,712
+6,868
| +1% | +$264K | 9.32% | 5 |
|
|
2018
Q4 | $18.1M | Buy |
483,844
+22,040
| +5% | +$827K | 9.05% | 5 |
|
|
2018
Q3 | $18M | Buy |
461,804
+27,168
| +6% | +$1.11M | 11.07% | 5 |
|
|
2018
Q2 | $17.1M | Buy |
434,636
+84,448
| +24% | +$3.31M | 11.45% | 4 |
|
|
2018
Q1 | $13.5M | Buy |
350,188
+24,856
| +8% | +$979K | 8.77% | 4 |
|
|
2017
Q4 | $12.4M | Buy |
325,332
+16,796
| +5% | +$634K | 8.55% | 4 |
|
|
2017
Q3 | $11.5M | Buy |
308,536
+29,156
| +10% | +$1.05M | 8.61% | 4 |
|
|
2017
Q2 | $10.1M | Buy |
279,380
+25,016
| +10% | +$884K | 8.62% | 4 |
|
|
2017
Q1 | $8.98M | Buy |
254,364
+14,612
| +6% | +$502K | 8.59% | 4 |
|
|
2016
Q4 | $8.17M | Buy |
+239,752
| New | +$7.76M | 8.67% | 4 |
|
Other funds holding VO
Northwest Quadrant Wealth Management's VO Position: Q2 2026 in Review
Northwest Quadrant Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $715K and bringing the position to 702,864 shares worth $56.6M. The position accounts for 10.49% of the portfolio, ranked #3.
Northwest Quadrant Wealth Management first reported a position in VO in Q4 2016 and has held it in 39 quarters since. The position peaked at $60M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Northwest Quadrant Wealth Management held 702,864 shares of Vanguard Morningstar Mid-Cap ETF worth $56.6M as of Q2 2026.
- Northwest Quadrant Wealth Management bought 9,228 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $715K.
- Vanguard Morningstar Mid-Cap ETF made up 10.49% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #3 holding.
- Northwest Quadrant Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Northwest Quadrant Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $60M in Q4 2024.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.