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Rockingstone Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rockingstone Advisors’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 		$5.41M Buy
67,142
+382
+0.6% +$29.6K 2.17% 13
2026
Q1 		$4.79M Sell
66,760
-40
-0.1% -$2.97K 2.2% 10
2025
Q4 		$4.85M Buy
66,800
+8,884
+15% +$646K 2.21% 11
2025
Q3 		$4.25M Buy
57,916
+7,124
+14% +$512K 2.1% 14
2025
Q2 		$3.55M Sell
50,792
-14,964
-23% -$982K 1.87% 17
2025
Q1 		$4.25M Buy
65,756
+652
+1% +$43.8K 1.91% 14
2024
Q4 		$4.3M Buy
65,104
+2,924
+5% +$199K 1.9% 13
2024
Q3 		$4.1M Buy
62,180
+1,140
+2% +$71.6K 2.01% 16
2024
Q2 		$3.69M Buy
61,040
+1,776
+3% +$108K 1.9% 17
2024
Q1 		$3.7M Buy
59,264
+4,804
+9% +$284K 1.91% 16
2023
Q4 		$3.17M Buy
54,460
+4,364
+9% +$233K 1.78% 17
2023
Q3 		$2.61M Buy
50,096
+1,264
+3% +$69.3K 1.44% 19
2023
Q2 		$2.69M Buy
48,832
+2,012
+4% +$105K 1.52% 20
2023
Q1 		$2.47M Sell
46,820
-2,108
-4% -$112K 1.5% 17
2022
Q4 		$2.49M Buy
+48,928
New +$2.49M 1.86% 15

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Rockingstone Advisors's VO Position: Q2 2026 in Review

Rockingstone Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.57% in Q2 2026, buying an estimated $29.6K and bringing the position to 67,142 shares worth $5.41M. The position accounts for 2.17% of the portfolio, ranked #13.

Rockingstone Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Rockingstone Advisors held 67,142 shares of Vanguard Morningstar Mid-Cap ETF worth $5.41M as of Q2 2026.
  • Rockingstone Advisors bought 382 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.17% of Rockingstone Advisors's portfolio in Q2 2026, its #13 holding.
  • Rockingstone Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.