Proffitt & Goodson’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Proffitt & Goodson’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	$1.64M	Buy	20,374 +1,982	+11%	+$154K	0.23%	43
2026 Q1	$1.32M	Sell	18,392 -140	-0.8%	-$10.4K	0.2%	48
2025 Q4	$1.34M	Sell	18,532 -608	-3%	-$44.2K	0.19%	48
2025 Q3	$1.41M	Sell	19,140 -468	-2%	-$33.6K	0.2%	48
2025 Q2	$1.37M	Sell	19,608 -64	-0.3%	-$4.2K	0.21%	48
2025 Q1	$1.27M	Buy	19,672 +132	+0.7%	+$8.86K	0.21%	48
2024 Q4	$1.29M	Sell	19,540 -440	-2%	-$29.9K	0.21%	48
2024 Q3	$1.32M	Sell	19,980 -23,556	-54%	-$1.48M	0.22%	45
2024 Q2	$2.64M	Hold	43,536	–	–	0.46%	30
2024 Q1	$2.72M	Hold	43,536	–	–	0.48%	28
2023 Q4	$2.53M	Buy	43,536 +704	+2%	+$37.6K	0.48%	27
2023 Q3	$2.23M	Sell	42,832 -688	-2%	-$37.7K	0.46%	28
2023 Q2	$2.4M	Sell	43,520 -152	-0.3%	-$7.97K	0.47%	28
2023 Q1	$2.3M	Buy	43,672 +1,616	+4%	+$86K	0.47%	29
2022 Q4	$2.14M	Buy	42,056 +1,600	+4%	+$81.5K	0.46%	29
2022 Q3	$1.9M	Buy	40,456 +1,936	+5%	+$101K	0.41%	33
2022 Q2	$1.9M	Buy	38,520 +8,616	+29%	+$466K	0.39%	33
2022 Q1	$1.78M	Buy	29,904 +3,448	+13%	+$202K	0.32%	35
2021 Q4	$1.69M	Buy	26,456 +1,568	+6%	+$98.3K	0.3%	38
2021 Q3	$1.47M	Sell	24,888 -20	-0.1%	-$1.21K	0.27%	38
2021 Q2	$1.48M	Sell	24,908 -1,032	-4%	-$59.8K	0.27%	39
2021 Q1	$1.44M	Sell	25,940 -1,248	-5%	-$67.7K	0.27%	39
2020 Q4	$1.41M	Sell	27,188 -392	-1%	-$19K	0.29%	38
2020 Q3	$1.22M	Buy	27,580 +9,204	+50%	+$401K	0.26%	39
2020 Q2	$753K	Buy	18,376 +8,876	+93%	+$340K	0.17%	57
2020 Q1	$313K	Buy	9,500 +2,372	+33%	+$98.2K	0.08%	71
2019 Q4	$318K	Hold	7,128	–	–	0.07%	82
2019 Q3	$299K	Hold	7,128	–	–	0.07%	81
2019 Q2	$298K	Sell	7,128 -300	-4%	-$12.3K	0.07%	78
2019 Q1	$299K	Buy	7,428 +596	+9%	+$22.9K	0.08%	74
2018 Q4	$236K	Buy	+6,832	New	+$256K	0.07%	72

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

Proffitt & Goodson's VO Position: Q2 2026 in Review

Proffitt & Goodson increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $154K and bringing the position to 20,374 shares worth $1.64M. The position accounts for 0.23% of the portfolio, ranked #43.

Proffitt & Goodson first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.72M in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Proffitt & Goodson held 20,374 shares of Vanguard Morningstar Mid-Cap ETF worth $1.64M as of Q2 2026.
Proffitt & Goodson bought 1,982 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $154K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Proffitt & Goodson's portfolio in Q2 2026, its #43 holding.
Proffitt & Goodson first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Proffitt & Goodson's Vanguard Morningstar Mid-Cap ETF position peaked at $2.72M in Q1 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.