Raab & Moskowitz Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $356K | Buy |
4,423
+1,347
| +44% | +$104K | 0.07% | 163 |
|
|
2026
Q1 | $221K | Hold |
3,076
| – | – | 0.05% | 182 |
|
|
2025
Q4 | $223K | Hold |
3,076
| – | – | 0.05% | 183 |
|
|
2025
Q3 | $226K | Sell |
3,076
-1,056
| -26% | -$75.8K | 0.05% | 178 |
|
|
2025
Q2 | $289K | Buy |
4,132
+76
| +2% | +$4.99K | 0.07% | 166 |
|
|
2025
Q1 | $262K | Hold |
4,056
| – | – | 0.07% | 162 |
|
|
2024
Q4 | $268K | Sell |
4,056
-260
| -6% | -$17.7K | 0.07% | 160 |
|
|
2024
Q3 | $285K | Hold |
4,316
| – | – | 0.07% | 158 |
|
|
2024
Q2 | $261K | Sell |
4,316
-504
| -10% | -$30.6K | 0.07% | 152 |
|
|
2024
Q1 | $301K | Buy |
+4,820
| New | +$285K | 0.08% | 152 |
|
|
2022
Q1 | – | Sell |
-4,236
| Closed | -$270K | – | 172 |
|
|
2021
Q4 | $270K | Hold |
4,236
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $251K | Hold |
4,236
| – | – | 0.09% | 142 |
|
|
2021
Q2 | $251K | Sell |
4,236
-476
| -10% | -$27.6K | 0.09% | 141 |
|
|
2021
Q1 | $260K | Sell |
4,712
-856
| -15% | -$46.5K | 0.1% | 133 |
|
|
2020
Q4 | $287K | Sell |
5,568
-120
| -2% | -$5.81K | 0.12% | 124 |
|
|
2020
Q3 | $250K | Buy |
5,688
+172
| +3% | +$7.5K | 0.12% | 124 |
|
|
2020
Q2 | $226K | Sell |
5,516
-4,496
| -45% | -$172K | 0.11% | 125 |
|
|
2020
Q1 | $329K | Sell |
10,012
-4,920
| -33% | -$204K | 0.18% | 111 |
|
|
2019
Q4 | $665K | Buy |
14,932
+300
| +2% | +$12.9K | 0.26% | 91 |
|
|
2019
Q3 | $613K | Sell |
14,632
-1,020
| -7% | -$42.6K | 0.27% | 92 |
|
|
2019
Q2 | $654K | Sell |
15,652
-1,488
| -9% | -$60.9K | 0.29% | 86 |
|
|
2019
Q1 | $688K | Buy |
17,140
+556
| +3% | +$21.4K | 0.31% | 86 |
|
|
2018
Q4 | $572K | Sell |
16,584
-492
| -3% | -$18.5K | 0.28% | 92 |
|
|
2018
Q3 | $700K | Sell |
17,076
-16
| -0.1% | -$653 | 0.29% | 85 |
|
|
2018
Q2 | $673K | Sell |
17,092
-8
| -0% | -$314 | 0.32% | 85 |
|
|
2018
Q1 | $659K | Hold |
17,100
| – | – | 0.32% | 85 |
|
|
2017
Q4 | $661K | Sell |
17,100
-148
| -0.9% | -$5.59K | 0.32% | 85 |
|
|
2017
Q3 | $643K | Sell |
17,248
-1,080
| -6% | -$39K | 0.31% | 86 |
|
|
2017
Q2 | $649K | Buy |
18,328
+464
| +3% | +$16.4K | 0.32% | 86 |
|
|
2017
Q1 | $621K | Buy |
17,864
+4,840
| +37% | +$166K | 0.32% | 86 |
|
|
2016
Q4 | $428K | Buy |
13,024
+3,500
| +37% | +$113K | 0.23% | 98 |
|
|
2016
Q3 | $308K | Buy |
+9,524
| New | +$306K | 0.17% | 118 |
|
|
2015
Q1 | – | Sell |
-1,840
| Closed | -$57K | – | 360 |
|
|
2014
Q4 | $57K | Buy |
+1,840
| New | +$55.5K | 0.03% | 184 |
|
Other funds holding VO
Raab & Moskowitz Asset Management's VO Position: Q2 2026 in Review
Raab & Moskowitz Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 44% in Q2 2026, buying an estimated $104K and bringing the position to 4,423 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #163.
Raab & Moskowitz Asset Management first reported a position in VO in Q4 2014 and has held it in 33 quarters since. The position peaked at $700K in Q3 2018. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Raab & Moskowitz Asset Management held 4,423 shares of Vanguard Morningstar Mid-Cap ETF worth $356K as of Q2 2026.
- Raab & Moskowitz Asset Management bought 1,347 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $104K.
- Vanguard Morningstar Mid-Cap ETF made up 0.07% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #163 holding.
- Raab & Moskowitz Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 33 quarters since.
- Raab & Moskowitz Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $700K in Q3 2018.
- 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.