Robinswood Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Robinswood Financial’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	$5.78M	Sell	71,785 -931	-1%	-$72.2K	1.66%	20
2026 Q1	$5.22M	Sell	72,716 -5,624	-7%	-$418K	1.64%	21
2025 Q4	$5.68M	Buy	78,340 +1,500	+2%	+$109K	1.82%	19
2025 Q3	$5.64M	Sell	76,840 -188	-0.2%	-$13.5K	1.88%	19
2025 Q2	$5.39M	Sell	77,028 -3,452	-4%	-$227K	1.91%	18
2025 Q1	$5.2M	Sell	80,480 -2,484	-3%	-$167K	1.92%	18
2024 Q4	$5.48M	Sell	82,964 -476	-0.6%	-$32.3K	2.07%	18
2024 Q3	$5.5M	Sell	83,440 -884	-1%	-$55.5K	2.05%	17
2024 Q2	$5.1M	Buy	84,324 +1,580	+2%	+$96K	2.06%	17
2024 Q1	$5.14M	Sell	82,744 -6,040	-7%	-$357K	2.19%	15
2023 Q4	$5.16M	Sell	88,784 -2,496	-3%	-$133K	2.23%	16
2023 Q3	$4.75M	Sell	91,280 -1,312	-1%	-$72K	2.27%	16
2023 Q2	$5.1M	Buy	+92,592	New	+$4.85M	2.37%	16

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

Robinswood Financial's VO Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $72.2K and leaving 71,785 shares worth $5.78M. The position accounts for 1.66% of the portfolio, ranked #20.

Robinswood Financial first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Robinswood Financial held 71,785 shares of Vanguard Morningstar Mid-Cap ETF worth $5.78M as of Q2 2026.
Robinswood Financial sold 931 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.66% of Robinswood Financial's portfolio in Q2 2026, its #20 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.