Regal Investment Advisors’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
Q1 | $5.05M | Sell |
70,336
-1,036
| -1% | -$77K | 0.29% | 91 |
|
|
2025
Q4 | $5.18M | Buy |
71,372
+12,360
| +21% | +$899K | 0.31% | 83 |
|
|
2025
Q3 | $4.33M | Buy |
59,012
+164
| +0.3% | +$11.8K | 0.28% | 93 |
|
|
2025
Q2 | $4.12M | Buy |
58,848
+676
| +1% | +$44.4K | 0.31% | 85 |
|
|
2025
Q1 | $3.76M | Sell |
58,172
-17,576
| -23% | -$1.18M | 0.3% | 87 |
|
|
2024
Q4 | $5M | Sell |
75,748
-11,064
| -13% | -$751K | 0.38% | 73 |
|
|
2024
Q3 | $5.73M | Buy |
86,812
+5,872
| +7% | +$369K | 0.4% | 68 |
|
|
2024
Q2 | $4.9M | Buy |
80,940
+1,240
| +2% | +$75.4K | 0.32% | 88 |
|
|
2024
Q1 | $4.98M | Buy |
79,700
+19,616
| +33% | +$1.16M | 0.34% | 86 |
|
|
2023
Q4 | $3.49M | Buy |
60,084
+1,600
| +3% | +$85.5K | 0.26% | 115 |
|
|
2023
Q3 | $3.04M | Buy |
58,484
+1,232
| +2% | +$67.6K | 0.26% | 112 |
|
|
2023
Q2 | $3.15M | Buy |
57,252
+1,940
| +4% | +$102K | 0.26% | 103 |
|
|
2023
Q1 | $2.92M | Buy |
55,312
+1,176
| +2% | +$62.6K | 0.26% | 108 |
|
|
2022
Q4 | $2.76M | Sell |
54,136
-660
| -1% | -$33.6K | 0.27% | 100 |
|
|
2022
Q3 | $2.58M | Buy |
54,796
+1,840
| +3% | +$96.2K | 0.27% | 98 |
|
|
2022
Q2 | $2.61M | Sell |
52,956
-1,948
| -4% | -$105K | 0.27% | 98 |
|
|
2022
Q1 | $3.27M | Sell |
54,904
-340
| -0.6% | -$19.9K | 0.3% | 87 |
|
|
2021
Q4 | $3.52M | Buy |
55,244
+2,456
| +5% | +$154K | 0.31% | 84 |
|
|
2021
Q3 | $3.13M | Sell |
52,788
-3,608
| -6% | -$218K | 0.3% | 86 |
|
|
2021
Q2 | $3.35M | Buy |
+56,396
| New | +$3.27M | 0.34% | 79 |
|
|
2021
Q1 | – | Sell |
-59,540
| Closed | -$3.08M | – | 418 |
|
|
2020
Q4 | $3.08M | Buy |
+59,540
| New | +$2.88M | 0.35% | 77 |
|
|
2020
Q3 | – | Sell |
-68,948
| Closed | -$2.83M | – | 290 |
|
|
2020
Q2 | $2.83M | Buy |
+68,948
| New | +$2.64M | 0.52% | 57 |
|
|
2020
Q1 | – | Sell |
-58,308
| Closed | -$2.6M | – | 301 |
|
|
2019
Q4 | $2.6M | Sell |
58,308
-1,668
| -3% | -$71.6K | 0.47% | 61 |
|
|
2019
Q3 | $2.51M | Sell |
59,976
-60
| -0.1% | -$2.51K | 0.49% | 56 |
|
|
2019
Q2 | $2.51M | Buy |
60,036
+4,300
| +8% | +$176K | 0.49% | 55 |
|
|
2019
Q1 | $2.24M | Sell |
55,736
-6,028
| -10% | -$232K | 0.46% | 65 |
|
|
2018
Q4 | $2.13M | Buy |
61,764
+4,988
| +9% | +$187K | 0.47% | 62 |
|
|
2018
Q3 | $2.33M | Buy |
56,776
+26,936
| +90% | +$1.1M | 0.49% | 58 |
|
|
2018
Q2 | $1.18M | Sell |
29,840
-27,256
| -48% | -$1.07M | 0.36% | 96 |
|
|
2018
Q1 | $2.2M | Buy |
57,096
+10,352
| +22% | +$408K | 0.49% | 59 |
|
|
2017
Q4 | $1.81M | Buy |
46,744
+4,084
| +10% | +$154K | 0.4% | 88 |
|
|
2017
Q3 | $1.57M | Buy |
42,660
+6,752
| +19% | +$244K | 0.37% | 91 |
|
|
2017
Q2 | $1.28M | Buy |
35,908
+4,208
| +13% | +$149K | 0.32% | 97 |
|
|
2017
Q1 | $1.1M | Sell |
31,700
-3,456
| -10% | -$119K | 0.29% | 103 |
|
|
2016
Q4 | $1.16M | Sell |
35,156
-1,168
| -3% | -$37.8K | 0.32% | 98 |
|
|
2016
Q3 | $1.18M | Buy |
36,324
+588
| +2% | +$18.9K | 0.33% | 93 |
|
|
2016
Q2 | $1.1M | Sell |
35,736
-5,460
| -13% | -$167K | 0.3% | 100 |
|
|
2016
Q1 | $1.25M | Buy |
41,196
+1,992
| +5% | +$56.3K | 0.34% | 85 |
|
|
2015
Q4 | $1.18M | Sell |
39,204
-5,372
| -12% | -$164K | 0.31% | 94 |
|
|
2015
Q3 | $1.3M | Sell |
44,576
-1,004
| -2% | -$31.3K | 0.34% | 88 |
|
|
2015
Q2 | $1.45M | Sell |
45,580
-1,812
| -4% | -$58.8K | 0.39% | 81 |
|
|
2015
Q1 | $1.57M | Sell |
47,392
-1,444
| -3% | -$45.4K | 0.39% | 79 |
|
|
2014
Q4 | $1.51M | Sell |
48,836
-2,508
| -5% | -$75.6K | 0.4% | 78 |
|
|
2014
Q3 | $1.51M | Sell |
51,344
-748
| -1% | -$22.2K | 0.46% | 71 |
|
|
2014
Q2 | $1.54M | Sell |
52,092
-1,196
| -2% | -$34.2K | 0.55% | 68 |
|
|
2014
Q1 | $1.51M | Sell |
53,288
-10,088
| -16% | -$280K | 0.64% | 61 |
|
|
2013
Q4 | $1.74M | Sell |
63,376
-48
| -0.1% | -$1.28K | 1% | 20 |
|
|
2013
Q3 | $1.63M | Sell |
63,424
-21,932
| -26% | -$550K | 0.95% | 21 |
|
|
2013
Q2 | $2.03M | Buy |
+85,356
| New | +$2.02M | 1.12% | 19 |
|
Other funds holding VO
Regal Investment Advisors's VO Position: Q1 2026 in Review
Regal Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, selling an estimated $77K and leaving 70,336 shares worth $5.05M. The position accounts for 0.29% of the portfolio, ranked #91.
Regal Investment Advisors first reported a position in VO in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.73M in Q3 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Regal Investment Advisors held 70,336 shares of Vanguard Morningstar Mid-Cap ETF worth $5.05M as of Q1 2026.
- Regal Investment Advisors sold 1,036 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $77K.
- Vanguard Morningstar Mid-Cap ETF made up 0.29% of Regal Investment Advisors's portfolio in Q1 2026, its #91 holding.
- Regal Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 49 quarters since.
- Regal Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $5.73M in Q3 2024.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.