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Roof Eidam Maycock Peralta (REMP)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$16.7M Sell
206,711
-561
-0.3% -$43.5K 3.28% 10
2026
Q1 		$14.9M Buy
207,272
+9,040
+5% +$672K 3.41% 9
2025
Q4 		$14.4M Sell
198,232
-736
-0.4% -$53.5K 3.26% 12
2025
Q3 		$14.6M Sell
198,968
-10,040
-5% -$721K 3.55% 11
2025
Q2 		$14.6M Sell
209,008
-1,724
-0.8% -$113K 3.6% 7
2025
Q1 		$13.6M Sell
210,732
-5,536
-3% -$372K 3.62% 8
2024
Q4 		$14.3M Buy
216,268
+4,444
+2% +$302K 3.69% 9
2024
Q3 		$14M Sell
211,824
-1,244
-0.6% -$78.1K 3.55% 10
2024
Q2 		$12.9M Buy
213,068
+264
+0.1% +$16K 3.5% 11
2024
Q1 		$13.3M Sell
212,804
-60
-0% -$3.55K 3.65% 8
2023
Q4 		$12.4M Buy
212,864
+4,072
+2% +$218K 3.72% 10
2023
Q3 		$10.9M Buy
208,792
+8,592
+4% +$471K 3.58% 9
2023
Q2 		$11M Buy
200,200
+9,892
+5% +$519K 3.69% 9
2023
Q1 		$10M Buy
190,308
+916
+0.5% +$48.7K 3.69% 9
2022
Q4 		$9.65M Sell
189,392
-6,504
-3% -$331K 3.42% 8
2022
Q3 		$9.21M Buy
195,896
+5,332
+3% +$279K 3.44% 9
2022
Q2 		$9.38M Sell
190,564
-340
-0.2% -$18.4K 3.46% 9
2022
Q1 		$11.4M Sell
190,904
-6,148
-3% -$361K 3.67% 10
2021
Q4 		$12.6M Buy
197,052
+7,428
+4% +$466K 4.24% 9
2021
Q3 		$11.2M Sell
189,624
-4,192
-2% -$253K 4.13% 6
2021
Q2 		$11.5M Sell
193,816
-336
-0.2% -$19.5K 4.29% 6
2021
Q1 		$10.7M Buy
194,152
+1,132
+0.6% +$61.4K 4.14% 6
2020
Q4 		$9.98M Buy
193,020
+2,980
+2% +$144K 3.88% 10
2020
Q3 		$8.37M Sell
190,040
-7,360
-4% -$321K 3.26% 13
2020
Q2 		$8.09M Buy
197,400
+165,420
+517% +$6.34M 3.13% 11
2020
Q1 		$1.05M Sell
31,980
-2,140
-6% -$88.6K 0.44% 42
2019
Q4 		$1.52M Buy
34,120
+100
+0.3% +$4.29K 0.59% 34
2019
Q3 		$1.43M Buy
34,020
+2,260
+7% +$94.4K 0.58% 37
2019
Q2 		$1.33M Buy
31,760
+2,340
+8% +$95.8K 0.54% 40
2019
Q1 		$1.18M Buy
29,420
+1,080
+4% +$41.5K 0.47% 43
2018
Q4 		$979K Buy
28,340
+21,488
+314% +$807K 0.47% 42
2018
Q3 		$281K Buy
6,852
+1,000
+17% +$40.8K 0.13% 82
2018
Q2 		$231K Buy
+5,852
New +$230K 0.11% 85

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s VO Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, selling an estimated $43.5K and leaving 206,711 shares worth $16.7M. The position accounts for 3.28% of the portfolio, ranked #10.

Roof Eidam Maycock Peralta (REMP) first reported a position in VO in Q2 2018 and has held it in 33 quarters since. 1,521 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 206,711 shares of Vanguard Morningstar Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) sold 561 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.28% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #10 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.