RKL Wealth Management’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
Q2 | $6.38M | Sell |
79,142
-1,554
| -2% | -$120K | 0.51% | 29 |
|
|
2026
Q1 | $5.79M | Buy |
80,696
+256
| +0.3% | +$19K | 0.52% | 31 |
|
|
2025
Q4 | $5.84M | Sell |
80,440
-2,204
| -3% | -$160K | 0.48% | 31 |
|
|
2025
Q3 | $6.07M | Sell |
82,644
-6,660
| -7% | -$478K | 0.52% | 28 |
|
|
2025
Q2 | $6.25M | Sell |
89,304
-20,596
| -19% | -$1.35M | 0.55% | 28 |
|
|
2025
Q1 | $7.11M | Sell |
109,900
-2,272
| -2% | -$152K | 0.67% | 27 |
|
|
2024
Q4 | $7.41M | Sell |
112,172
-11,292
| -9% | -$767K | 0.66% | 28 |
|
|
2024
Q3 | $8.14M | Sell |
123,464
-7,032
| -5% | -$442K | 0.74% | 28 |
|
|
2024
Q2 | $7.9M | Sell |
130,496
-5,232
| -4% | -$318K | 0.76% | 28 |
|
|
2024
Q1 | $8.48M | Buy |
135,728
+364
| +0.3% | +$21.5K | 0.84% | 28 |
|
|
2023
Q4 | $7.87M | Sell |
135,364
-472
| -0.3% | -$25.2K | 0.85% | 26 |
|
|
2023
Q3 | $7.07M | Sell |
135,836
-12,356
| -8% | -$678K | 0.87% | 26 |
|
|
2023
Q2 | $8.16M | Sell |
148,192
-224
| -0.2% | -$11.7K | 0.97% | 25 |
|
|
2023
Q1 | $7.83M | Sell |
148,416
-2,108
| -1% | -$112K | 0.99% | 24 |
|
|
2022
Q4 | $7.67M | Buy |
150,524
+676
| +0.5% | +$34.4K | 1.03% | 24 |
|
|
2022
Q3 | $7.04M | Buy |
149,848
+832
| +0.6% | +$43.5K | 1.01% | 25 |
|
|
2022
Q2 | $7.34M | Sell |
149,016
-260
| -0.2% | -$14K | 1.01% | 26 |
|
|
2022
Q1 | $8.88M | Sell |
149,276
-8
| -0% | -$469 | 1.07% | 25 |
|
|
2021
Q4 | $9.51M | Sell |
149,284
-3,088
| -2% | -$194K | 1.13% | 23 |
|
|
2021
Q3 | $9.02M | Sell |
152,372
-4,220
| -3% | -$255K | 1.15% | 24 |
|
|
2021
Q2 | $9.29M | Sell |
156,592
-2,660
| -2% | -$154K | 1.17% | 23 |
|
|
2021
Q1 | $8.81M | Sell |
159,252
-5,288
| -3% | -$287K | 1.18% | 24 |
|
|
2020
Q4 | $8.51M | Sell |
164,540
-7,920
| -5% | -$383K | 1.19% | 24 |
|
|
2020
Q3 | $7.6M | Sell |
172,460
-4,104
| -2% | -$179K | 1.21% | 25 |
|
|
2020
Q2 | $7.24M | Buy |
176,564
+13,564
| +8% | +$520K | 1.24% | 24 |
|
|
2020
Q1 | $5.37M | Buy |
163,000
+6,220
| +4% | +$258K | 1.12% | 25 |
|
|
2019
Q4 | $6.98M | Sell |
156,780
-15,028
| -9% | -$645K | 1.25% | 23 |
|
|
2019
Q3 | $7.2M | Sell |
171,808
-3,740
| -2% | -$156K | 1.37% | 19 |
|
|
2019
Q2 | $7.33M | Sell |
175,548
-7,560
| -4% | -$309K | 1.35% | 19 |
|
|
2019
Q1 | $7.36M | Sell |
183,108
-5,128
| -3% | -$197K | 1.44% | 17 |
|
|
2018
Q4 | $6.5M | Sell |
188,236
-3,532
| -2% | -$133K | 1.5% | 17 |
|
|
2018
Q3 | $7.87M | Sell |
191,768
-24,544
| -11% | -$1M | 1.67% | 14 |
|
|
2018
Q2 | $8.52M | Buy |
216,312
+3,152
| +1% | +$124K | 1.93% | 13 |
|
|
2018
Q1 | $8.22M | Buy |
213,160
+8,620
| +4% | +$339K | 1.94% | 11 |
|
|
2017
Q4 | $7.92M | Buy |
204,540
+30,704
| +18% | +$1.16M | 1.96% | 11 |
|
|
2017
Q3 | $6.39M | Buy |
173,836
+88,696
| +104% | +$3.2M | 1.79% | 16 |
|
|
2017
Q2 | $3.03M | Buy |
+85,140
| New | +$3.01M | 0.96% | 35 |
|
Other funds holding VO
RKL Wealth Management's VO Position: Q2 2026 in Review
RKL Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, selling an estimated $120K and leaving 79,142 shares worth $6.38M. The position accounts for 0.51% of the portfolio, ranked #29.
RKL Wealth Management first reported a position in VO in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.51M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- RKL Wealth Management held 79,142 shares of Vanguard Morningstar Mid-Cap ETF worth $6.38M as of Q2 2026.
- RKL Wealth Management sold 1,554 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $120K.
- Vanguard Morningstar Mid-Cap ETF made up 0.51% of RKL Wealth Management's portfolio in Q2 2026, its #29 holding.
- RKL Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
- RKL Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $9.51M in Q4 2021.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.