RWI
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Red Wave Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Red Wave Investments’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 		$12.3M Buy
152,126
+8,758
+6% +$679K 3.11% 10
2026
Q1 		$10.3M Sell
143,368
-8,096
-5% -$602K 3.07% 9
2025
Q4 		$11M Buy
151,464
+1,116
+0.7% +$81.2K 3.27% 8
2025
Q3 		$11M Sell
150,348
-128
-0.1% -$9.19K 3.39% 8
2025
Q2 		$10.5M Buy
150,476
+132
+0.1% +$8.66K 3.46% 7
2025
Q1 		$9.72M Sell
150,344
-14,984
-9% -$1.01M 3.49% 7
2024
Q4 		$10.9M Sell
165,328
-5,504
-3% -$374K 3.82% 7
2024
Q3 		$11.3M Sell
170,832
-3,972
-2% -$249K 3.93% 6
2024
Q2 		$10.6M Sell
174,804
-448
-0.3% -$27.2K 3.9% 7
2024
Q1 		$10.9M Sell
175,252
-8,936
-5% -$528K 4.11% 6
2023
Q4 		$10.7M Buy
184,188
+696
+0.4% +$37.2K 4.22% 6
2023
Q3 		$9.55M Sell
183,492
-84
-0% -$4.61K 4.08% 6
2023
Q2 		$10.1M Sell
183,576
-6,656
-3% -$349K 4.08% 7
2023
Q1 		$10M Sell
190,232
-1,976
-1% -$105K 4.16% 5
2022
Q4 		$9.79M Buy
192,208
+5,060
+3% +$258K 4.13% 7
2022
Q3 		$8.79M Buy
187,148
+692
+0.4% +$36.2K 3.8% 7
2022
Q2 		$9.18M Sell
186,456
-4,304
-2% -$233K 3.77% 7
2022
Q1 		$11.3M Buy
190,760
+408
+0.2% +$23.9K 4.01% 5
2021
Q4 		$12.1M Buy
190,352
+2,828
+2% +$177K 4.13% 5
2021
Q3 		$11.1M Buy
187,524
+2,104
+1% +$127K 4% 7
2021
Q2 		$11M Buy
185,420
+9,724
+6% +$564K 4.1% 8
2021
Q1 		$9.72M Buy
175,696
+8,004
+5% +$434K 4% 8
2020
Q4 		$8.67M Buy
+167,692
New +$8.12M 3.88% 9

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

Red Wave Investments's VO Position: Q2 2026 in Review

Red Wave Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.1% in Q2 2026, buying an estimated $679K and bringing the position to 152,126 shares worth $12.3M. The position accounts for 3.11% of the portfolio, ranked #10.

Red Wave Investments first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Red Wave Investments held 152,126 shares of Vanguard Morningstar Mid-Cap ETF worth $12.3M as of Q2 2026.
  • Red Wave Investments bought 8,758 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $679K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.11% of Red Wave Investments's portfolio in Q2 2026, its #10 holding.
  • Red Wave Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.