RMDI
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R.M. Davis Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

R.M. Davis Inc’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 		$572K Buy
7,100
+144
+2% +$11.2K 0.01% 198
2026
Q1 		$499K Hold
6,956
– – 0.01% 196
2025
Q4 		$505K Hold
6,956
– – 0.01% 200
2025
Q3 		$511K Buy
6,956
+180
+3% +$12.9K 0.01% 201
2025
Q2 		$474K Sell
6,776
-1,864
-22% -$122K 0.01% 209
2025
Q1 		$559K Buy
8,640
+1,780
+26% +$119K 0.01% 190
2024
Q4 		$453K Buy
6,860
+3,364
+96% +$228K 0.01% 204
2024
Q3 		$231K Buy
+3,496
New +$220K ﹤0.01% 258
2022
Q2 		– Sell
-3,440
Closed -$205K – 281
2022
Q1 		$205K Buy
3,440
+300
+10% +$17.6K ﹤0.01% 273
2021
Q4 		$200K Buy
+3,140
New +$197K ﹤0.01% 268

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

R.M. Davis Inc's VO Position: Q2 2026 in Review

R.M. Davis Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 7,100 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #198.

R.M. Davis Inc first reported a position in VO in Q4 2021 and has held it in 10 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • R.M. Davis Inc held 7,100 shares of Vanguard Morningstar Mid-Cap ETF worth $572K as of Q2 2026.
  • R.M. Davis Inc bought 144 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #198 holding.
  • R.M. Davis Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.