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Ridgewood Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ridgewood 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 		$4.18M Buy
51,848
+1,516
+3% +$118K 1.56% 8
2026
Q1 		$3.61M Buy
+50,332
New +$3.74M 1.48% 11
2025
Q3 		$3.58M Buy
48,752
+3,980
+9% +$286K 1.51% 9
2025
Q2 		$3.13M Buy
44,772
+3,384
+8% +$222K 1.35% 9
2025
Q1 		$2.68M Buy
41,388
+3,048
+8% +$205K 1.25% 10
2024
Q4 		$2.53M Buy
38,340
+1,708
+5% +$116K 1.22% 9
2024
Q3 		$2.42M Buy
36,632
+1,512
+4% +$94.9K 1.21% 8
2024
Q2 		$2.13M Sell
35,120
-1,772
-5% -$108K 1.06% 10
2024
Q1 		$2.3M Buy
36,892
+1,284
+4% +$75.9K 1.22% 11
2023
Q4 		$2.07M Sell
35,608
-476
-1% -$25.4K 1.22% 11
2023
Q3 		$1.88M Sell
36,084
-100
-0.3% -$5.48K 1.23% 13
2023
Q2 		$1.99M Buy
36,184
+2,056
+6% +$108K 1.13% 10
2023
Q1 		$1.8M Buy
34,128
+760
+2% +$40.4K 1.1% 12
2022
Q4 		$1.7M Buy
33,368
+64
+0.2% +$3.26K 1.21% 11
2022
Q3 		$1.56M Buy
33,304
+648
+2% +$33.9K 1.3% 12
2022
Q2 		$1.61M Sell
32,656
-4,176
-11% -$226K 1.27% 12
2022
Q1 		$2.19M Buy
36,832
+1,932
+6% +$113K 1.44% 7
2021
Q4 		$2.22M Buy
34,900
+1,176
+3% +$73.7K 1.41% 7
2021
Q3 		$2M Buy
33,724
+184
+0.5% +$11.1K 1.35% 9
2021
Q2 		$1.99M Sell
33,540
-584
-2% -$33.8K 1.28% 8
2021
Q1 		$1.89M Buy
34,124
+7,080
+26% +$384K 1.16% 9
2020
Q4 		$1.19M Hold
27,044
– – 0.94% 22
2020
Q3 		$1.19M Buy
27,044
+6,084
+29% +$265K 0.93% 22
2020
Q2 		$859K Buy
+20,960
New +$803K 0.71% 36
2020
Q1 		– Sell
-5,936
Closed -$264K – 201
2019
Q4 		$264K Buy
+5,936
New +$255K 0.19% 145

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

Ridgewood Investments's VO Position: Q2 2026 in Review

Ridgewood Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $118K and bringing the position to 51,848 shares worth $4.18M. The position accounts for 1.56% of the portfolio, ranked #8.

Ridgewood Investments first reported a position in VO in Q4 2019 and has held it in 25 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ridgewood Investments held 51,848 shares of Vanguard Morningstar Mid-Cap ETF worth $4.18M as of Q2 2026.
  • Ridgewood Investments bought 1,516 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.56% of Ridgewood Investments's portfolio in Q2 2026, its #8 holding.
  • Ridgewood Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.