RMR Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RMR Capital Management’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	$2.18M	Buy	27,068 +492	+2%	+$38.1K	1.5%	21
2026 Q1	$1.91M	Buy	26,576 +3,444	+15%	+$256K	1.38%	22
2025 Q4	$1.68M	Sell	23,132 -1,980	-8%	-$144K	1.21%	29
2025 Q3	$1.84M	Buy	25,112 +2,048	+9%	+$147K	1.29%	24
2025 Q2	$1.61M	Sell	23,064 -3,976	-15%	-$261K	1.15%	25
2025 Q1	$1.75M	Buy	27,040 +1,040	+4%	+$69.8K	1.24%	24
2024 Q4	$1.72M	Buy	26,000 +132	+0.5%	+$8.96K	1.27%	24
2024 Q3	$1.71M	Buy	25,868 +28	+0.1%	+$1.76K	1.4%	22
2024 Q2	$1.56M	Sell	25,840 -100	-0.4%	-$6.08K	1.43%	21
2024 Q1	$1.62M	Buy	25,940 +12,240	+89%	+$723K	1.48%	22
2023 Q4	$798K	Buy	+13,700	New	+$732K	0.91%	34

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

RMR Capital Management's VO Position: Q2 2026 in Review

RMR Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $38.1K and bringing the position to 27,068 shares worth $2.18M. The position accounts for 1.5% of the portfolio, ranked #21.

RMR Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RMR Capital Management held 27,068 shares of Vanguard Morningstar Mid-Cap ETF worth $2.18M as of Q2 2026.
RMR Capital Management bought 492 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.1K.
Vanguard Morningstar Mid-Cap ETF made up 1.5% of RMR Capital Management's portfolio in Q2 2026, its #21 holding.
RMR Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.