Ritter Daniher Financial Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ritter Daniher Financial Advisory’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	$82.2K	Hold	1,020	–	–	0.01%	236
2026 Q1	$73.2K	Sell	1,020 -108	-10%	-$8.02K	0.01%	241
2025 Q4	$81.8K	Hold	1,128	–	–	0.01%	231
2025 Q3	$82.8K	Hold	1,128	–	–	0.01%	199
2025 Q2	$78.9K	Hold	1,128	–	–	0.02%	143
2025 Q1	$72.9K	Sell	1,128 -252	-18%	-$16.9K	0.02%	130
2024 Q4	$91.1K	Buy	1,380 +680	+97%	+$46.2K	0.03%	122
2024 Q3	$46.2K	Hold	700	–	–	0.01%	164
2024 Q2	$42.4K	Buy	+700	New	+$42.5K	0.01%	163
2023 Q4	–	Sell	-340	Closed	-$17.7K	–	376
2023 Q3	$17.7K	Buy	340 +184	+118%	+$10.1K	0.01%	199
2023 Q2	$8.59K	Buy	+156	New	+$8.18K	﹤0.01%	228

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ritter Daniher Financial Advisory's VO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,020 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #236.

Ritter Daniher Financial Advisory first reported a position in VO in Q2 2023 and has held it in 11 quarters since. The position peaked at $91.1K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ritter Daniher Financial Advisory held 1,020 shares of Vanguard Morningstar Mid-Cap ETF worth $82.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #236 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $91.1K in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.