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Resources Management Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Resources Management Corp’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 		– Sell
-376
Closed -$27K – 368
2026
Q1 		$27K Hold
376
– – ﹤0.01% 292
2025
Q4 		$27K Hold
376
– – ﹤0.01% 306
2025
Q3 		$28K Sell
376
-88
-19% -$6.32K ﹤0.01% 285
2025
Q2 		$32K Hold
464
– – ﹤0.01% 293
2025
Q1 		$30K Hold
464
– – ﹤0.01% 303
2024
Q4 		$31K Hold
464
– – ﹤0.01% 303
2024
Q3 		$31K Hold
464
– – ﹤0.01% 314
2024
Q2 		$28K Hold
464
– – ﹤0.01% 314
2024
Q1 		$29K Hold
464
– – ﹤0.01% 318
2023
Q4 		$27K Hold
464
– – ﹤0.01% 322
2023
Q3 		$24K Hold
464
– – ﹤0.01% 321
2023
Q2 		$26K Sell
464
-148
-24% -$7.76K ﹤0.01% 319
2023
Q1 		$17K Buy
612
+368
+151% +$19.6K ﹤0.01% 346
2022
Q4 		$12K Hold
244
– – ﹤0.01% 366
2022
Q3 		$11K Buy
244
+4
+2% +$209 ﹤0.01% 381
2022
Q2 		$12K Sell
240
-44
-15% -$2.38K ﹤0.01% 391
2022
Q1 		$17K Sell
284
-776
-73% -$45.5K ﹤0.01% 371
2021
Q4 		$68K Buy
1,060
+12
+1% +$752 0.01% 306
2021
Q3 		$62K Buy
1,048
+12
+1% +$725 0.01% 303
2021
Q2 		$62K Sell
1,036
-292
-22% -$16.9K 0.01% 311
2021
Q1 		$74K Buy
1,328
+28
+2% +$1.52K 0.01% 293
2020
Q4 		$67K Hold
1,300
– – 0.01% 293
2020
Q3 		$57K Hold
1,300
– – 0.01% 284
2020
Q2 		$53K Buy
1,300
+1,120
+622% +$42.9K 0.01% 295
2020
Q1 		$6K Sell
180
-220
-55% -$9.11K ﹤0.01% 412
2019
Q4 		$18K Hold
400
– – ﹤0.01% 346
2019
Q3 		$17K Buy
+400
New +$16.7K ﹤0.01% 375
2018
Q4 		$12K Sell
368
-56
-13% -$2.1K ﹤0.01% 386
2018
Q3 		$17K Buy
+424
New +$17.3K ﹤0.01% 351

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

Resources Management Corp's VO Position: Q2 2026 in Review

Resources Management Corp sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 376 shares — an estimated $27K sold.

Resources Management Corp first reported a position in VO in Q3 2018 and held it in 29 quarters. The position peaked at $74K in Q1 2021. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Resources Management Corp reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Resources Management Corp sold 376 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $27K.
  • Resources Management Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and held it in 29 quarters.
  • Resources Management Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $74K in Q1 2021.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.