O'Shaughnessy Asset Management’s Vanguard 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
Q1 | $14.9M | Buy |
207,112
+15,268
| +8% | +$1.13M | 0.07% | 289 |
|
|
2025
Q4 | $13.9M | Buy |
191,844
+24,384
| +15% | +$1.77M | 0.08% | 278 |
|
|
2025
Q3 | $12.3M | Buy |
167,460
+11,408
| +7% | +$819K | 0.07% | 293 |
|
|
2025
Q2 | $10.9M | Buy |
156,052
+57,320
| +58% | +$3.76M | 0.07% | 282 |
|
|
2025
Q1 | $6.38M | Buy |
98,732
+18,768
| +23% | +$1.26M | 0.05% | 369 |
|
|
2024
Q4 | $5.28M | Buy |
79,964
+31,480
| +65% | +$2.14M | 0.04% | 391 |
|
|
2024
Q3 | $3.26M | Buy |
48,484
+15,056
| +45% | +$945K | 0.03% | 509 |
|
|
2024
Q2 | $2.02M | Buy |
33,428
+12,792
| +62% | +$777K | 0.02% | 602 |
|
|
2024
Q1 | $1.29M | Buy |
20,636
+4,048
| +24% | +$239K | 0.01% | 719 |
|
|
2023
Q4 | $965K | Sell |
16,588
-4,576
| -22% | -$244K | 0.01% | 768 |
|
|
2023
Q3 | $1.1M | Sell |
21,164
-520
| -2% | -$28.5K | 0.02% | 662 |
|
|
2023
Q2 | $1.19M | Buy |
21,684
+780
| +4% | +$40.9K | 0.02% | 594 |
|
|
2023
Q1 | $1.1M | Buy |
20,904
+2,124
| +11% | +$113K | 0.02% | 621 |
|
|
2022
Q4 | $957K | Buy |
18,780
+136
| +0.7% | +$6.93K | 0.02% | 608 |
|
|
2022
Q3 | $876K | Buy |
18,644
+180
| +1% | +$9.41K | 0.02% | 590 |
|
|
2022
Q2 | $909K | Hold |
18,464
| – | – | 0.02% | 547 |
|
|
2022
Q1 | $1.1M | Buy |
18,464
+4,824
| +35% | +$283K | 0.02% | 513 |
|
|
2021
Q4 | $869K | Buy |
13,640
+244
| +2% | +$15.3K | 0.02% | 540 |
|
|
2021
Q3 | $793K | Hold |
13,396
| – | – | 0.02% | 528 |
|
|
2021
Q2 | $795K | Buy |
13,396
+80
| +0.6% | +$4.64K | 0.02% | 536 |
|
|
2021
Q1 | $737K | Buy |
13,316
+3,204
| +32% | +$174K | 0.02% | 487 |
|
|
2020
Q4 | $523K | Buy |
10,112
+1,200
| +13% | +$58.1K | 0.01% | 494 |
|
|
2020
Q3 | $393K | Hold |
8,912
| – | – | 0.01% | 501 |
|
|
2020
Q2 | $365K | Buy |
+8,912
| New | +$341K | 0.01% | 482 |
|
|
2018
Q4 | – | Sell |
-272
| Closed | -$11K | – | 1021 |
|
|
2018
Q3 | $11K | Buy |
+272
| New | +$11.1K | ﹤0.01% | 778 |
|
Other funds holding VO
