Perritt Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Perritt Capital Management’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
2025 Q4	–	Sell	-928	Closed	-$68K	–	286
2025 Q3	$68K	Buy	928 +8	+0.9%	+$575	0.03%	190
2025 Q2	$64.6K	Hold	920	–	–	0.03%	204
2025 Q1	$59.7K	Buy	920 +4	+0.4%	+$268	0.03%	209
2024 Q4	$60.7K	Hold	916	–	–	0.03%	208
2024 Q3	$60.3K	Buy	916 +8	+0.9%	+$502	0.03%	209
2024 Q2	$55K	Hold	908	–	–	0.03%	219
2024 Q1	$56.7K	Sell	908 -36	-4%	-$2.13K	0.03%	217
2023 Q4	$54.9K	Buy	944 +4	+0.4%	+$214	0.03%	217
2023 Q3	$48.9K	Buy	940 +40	+4%	+$2.19K	0.03%	214
2023 Q2	$49.5K	Hold	900	–	–	0.03%	227
2023 Q1	$47.5K	Hold	900	–	–	0.03%	222
2022 Q4	$45.9K	Buy	+900	New	+$45.8K	0.03%	230

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perritt Capital Management's VO Position: Q4 2025 in Review

Perritt Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 928 shares — an estimated $68K sold.

Perritt Capital Management first reported a position in VO in Q4 2022 and held it in 12 quarters. The position peaked at $68K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Perritt Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 928 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $68K.
Perritt Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $68K in Q3 2025.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.