ODIJL
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One Day In July LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

One Day In July LLC’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 		$690K Buy
8,558
+202
+2% +$15.7K 0.05% 94
2026
Q1 		$600K Buy
8,356
+3,136
+60% +$233K 0.05% 89
2025
Q4 		$379K Buy
5,220
+812
+18% +$59.1K 0.03% 111
2025
Q3 		$324K Hold
4,408
– – 0.03% 106
2025
Q2 		$308K Buy
4,408
+1,264
+40% +$83K 0.03% 110
2025
Q1 		$203K Sell
3,144
-140
-4% -$9.39K 0.02% 132
2024
Q4 		$217K Sell
3,284
-16
-0.5% -$1.09K 0.02% 124
2024
Q3 		$218K Buy
+3,300
New +$207K 0.02% 130

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

One Day In July LLC's VO Position: Q2 2026 in Review

One Day In July LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 8,558 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #94.

One Day In July LLC first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • One Day In July LLC held 8,558 shares of Vanguard Morningstar Mid-Cap ETF worth $690K as of Q2 2026.
  • One Day In July LLC bought 202 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of One Day In July LLC's portfolio in Q2 2026, its #94 holding.
  • One Day In July LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.