Princeton Global Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Princeton Global Asset 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
2026 Q2	$200K	Hold	2,488	–	–	0.03%	217
2026 Q1	$179K	Sell	2,488 -68	-3%	-$5.05K	0.03%	218
2025 Q4	$185K	Sell	2,556 -400	-14%	-$29.1K	0.03%	208
2025 Q3	$217K	Buy	2,956 +428	+17%	+$30.7K	0.04%	188
2025 Q2	$177K	Hold	2,528	–	–	0.03%	195
2025 Q1	$163K	Hold	2,528	–	–	0.03%	195
2024 Q4	$167K	Buy	2,528 +1,000	+65%	+$67.9K	0.03%	203
2024 Q3	$101K	Buy	1,528 +1,108	+264%	+$69.6K	0.02%	243
2024 Q2	$25.4K	Hold	420	–	–	0.01%	365
2024 Q1	$26.2K	Hold	420	–	–	0.01%	335
2023 Q4	$24.4K	Hold	420	–	–	0.01%	335
2023 Q3	$21.9K	Hold	420	–	–	0.01%	327
2023 Q2	$23.1K	Hold	420	–	–	0.01%	325
2023 Q1	$22.1K	Buy	+420	New	+$22.3K	0.01%	338
2021 Q1	–	Sell	-1,300	Closed	-$67K	–	528
2020 Q4	$67K	Buy	+1,300	New	+$62.9K	0.02%	221

Other funds holding VO

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Princeton Global Asset Management's VO Position: Q2 2026 in Review

Princeton Global Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,488 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #217.

Princeton Global Asset Management first reported a position in VO in Q4 2020 and has held it in 15 quarters since. The position peaked at $217K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Princeton Global Asset Management held 2,488 shares of Vanguard Morningstar Mid-Cap ETF worth $200K as of Q2 2026.
Princeton Global Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #217 holding.
Princeton Global Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
Princeton Global Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $217K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.