R.M. Davis Inc
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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
Q3 		$595K Buy
7,592
+492
+7% +$40K 0.01% 189
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

R.M. Davis Inc's VO Position: Q3 2026 in Review

R.M. Davis Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q3 2026, buying an estimated $40K and bringing the position to 7,592 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #189.

R.M. Davis Inc first reported a position in VO in Q4 2021 and has held it in 11 quarters since. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • R.M. Davis Inc held 7,592 shares of Vanguard Morningstar Mid-Cap ETF worth $595K as of Q3 2026.
  • R.M. Davis Inc bought 492 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $40K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of R.M. Davis Inc's portfolio in Q3 2026, its #189 holding.
  • R.M. Davis Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on R.M. Davis Inc's 13F filing for Q3 2026, filed 13 Nov 2026.