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Nottingham Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nottingham Advisors’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 		$634K Sell
7,932
-264
-3% -$20.5K 0.08% 69
2026
Q1 		$588K Hold
8,196
– – 0.08% 65
2025
Q4 		$595K Sell
8,196
-600
-7% -$43.6K 0.08% 68
2025
Q3 		$646K Sell
8,796
-4
-0% -$287 0.09% 63
2025
Q2 		$616K Sell
8,800
-2,604
-23% -$171K 0.09% 65
2025
Q1 		$737K Sell
11,404
-424
-4% -$28.5K 0.11% 67
2024
Q4 		$781K Sell
11,828
-640
-5% -$43.4K 0.1% 70
2024
Q3 		$822K Buy
12,468
+3,748
+43% +$235K 0.09% 77
2024
Q2 		$528K Sell
8,720
-204
-2% -$12.4K 0.06% 96
2024
Q1 		$557K Buy
8,924
+272
+3% +$16.1K 0.07% 87
2023
Q4 		$503K Hold
8,652
– – 0.07% 90
2023
Q3 		$450K Buy
8,652
+92
+1% +$5.04K 0.07% 89
2023
Q2 		$471K Buy
8,560
+408
+5% +$21.4K 0.06% 90
2023
Q1 		$430K Sell
8,152
-672
-8% -$35.8K 0.06% 97
2022
Q4 		$450K Buy
8,824
+312
+4% +$15.9K 0.06% 98
2022
Q3 		$400K Buy
8,512
+744
+10% +$38.9K 0.06% 94
2022
Q2 		$383K Sell
7,768
-828
-10% -$44.7K 0.05% 92
2022
Q1 		$511K Buy
8,596
+804
+10% +$47.2K 0.06% 88
2021
Q4 		$496K Buy
7,792
+940
+14% +$58.9K 0.05% 96
2021
Q3 		$406K Sell
6,852
-1,340
-16% -$81K 0.04% 103
2021
Q2 		$486K Sell
8,192
-2,580
-24% -$150K 0.05% 93
2021
Q1 		$596K Sell
10,772
-1,256
-10% -$68.2K 0.07% 85
2020
Q4 		$622K Sell
12,028
-516
-4% -$25K 0.09% 82
2020
Q3 		$553K Buy
12,544
+140
+1% +$6.1K 0.07% 85
2020
Q2 		$518 Buy
12,404
+1,640
+15% +$62.8K 0.03% 84
2020
Q1 		$354K Buy
10,764
+4,816
+81% +$199K 0.05% 85
2019
Q4 		$265K Buy
5,948
+68
+1% +$2.92K 0.04% 96
2019
Q3 		$246K Sell
5,880
-60
-1% -$2.51K 0.03% 97
2019
Q2 		$248K Sell
5,940
-580
-9% -$23.7K 0.04% 101
2019
Q1 		$262K Sell
6,520
-1,700
-21% -$65.4K 0.04% 96
2018
Q4 		$337K Hold
8,220
– – 0.05% 80
2018
Q3 		$337K Buy
8,220
+320
+4% +$13.1K 0.05% 77
2018
Q2 		$305K Hold
7,900
– – 0.05% 78
2018
Q1 		$305K Buy
7,900
+140
+2% +$5.51K 0.05% 70
2017
Q4 		$300K Sell
7,760
-320
-4% -$12.1K 0.04% 91
2017
Q3 		$297K Sell
8,080
-100
-1% -$3.61K 0.04% 91
2017
Q2 		$291K Sell
8,180
-536
-6% -$18.9K 0.04% 90
2017
Q1 		$303K Buy
8,716
+316
+4% +$10.9K 0.05% 87
2016
Q4 		$276K Hold
8,400
– – 0.05% 92
2016
Q3 		$272K Hold
8,400
– – 0.05% 92
2016
Q2 		$260K Sell
8,400
-400
-5% -$12.2K 0.05% 75
2016
Q1 		$264K Hold
8,800
– – 0.05% 78
2015
Q4 		$264K Hold
8,800
– – 0.05% 78
2015
Q3 		$257K Hold
8,800
– – 0.05% 79
2015
Q2 		$280K Hold
8,800
– – 0.05% 82
2015
Q1 		$292K Hold
8,800
– – 0.05% 81
2014
Q4 		$272K Sell
8,800
-100
-1% -$3.01K 0.07% 77
2014
Q3 		$261K Hold
8,900
– – 0.09% 46
2014
Q2 		$264K Hold
8,900
– – 0.09% 43
2014
Q1 		$252K Sell
8,900
-400
-4% -$11.1K 0.1% 41
2013
Q4 		$255K Hold
9,300
– – 0.09% 44
2013
Q3 		$238K Hold
9,300
– – 0.09% 46
2013
Q2 		$221K Buy
+9,300
New +$221K 0.09% 48

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

Nottingham Advisors's VO Position: Q2 2026 in Review

Nottingham Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, selling an estimated $20.5K and leaving 7,932 shares worth $634K. The position accounts for 0.08% of the portfolio, ranked #69.

Nottingham Advisors first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $822K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Nottingham Advisors held 7,932 shares of Vanguard Morningstar Mid-Cap ETF worth $634K as of Q2 2026.
  • Nottingham Advisors sold 264 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Nottingham Advisors's portfolio in Q2 2026, its #69 holding.
  • Nottingham Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Nottingham Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $822K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.