Rossmore Private Capital’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 | $14.7M | Buy |
182,172
+10,900
| +6% | +$845K | 1.19% | 21 |
|
|
2026
Q1 | $12.3M | Sell |
171,272
-3,308
| -2% | -$246K | 1.08% | 21 |
|
|
2025
Q4 | $12.7M | Buy |
174,580
+16,160
| +10% | +$1.18M | 1.13% | 21 |
|
|
2025
Q3 | $11.6M | Sell |
158,420
-768
| -0.5% | -$55.2K | 1.25% | 19 |
|
|
2025
Q2 | $11.1M | Buy |
159,188
+5,032
| +3% | +$330K | 1.3% | 18 |
|
|
2025
Q1 | $9.97M | Sell |
154,156
-4,012
| -3% | -$269K | 1.23% | 19 |
|
|
2024
Q4 | $10.4M | Sell |
158,168
-9,080
| -5% | -$616K | 1.29% | 19 |
|
|
2024
Q3 | $11M | Buy |
167,248
+3,672
| +2% | +$231K | 1.36% | 16 |
|
|
2024
Q2 | $9.9M | Buy |
163,576
+1,740
| +1% | +$106K | 1.3% | 16 |
|
|
2024
Q1 | $10.1M | Buy |
161,836
+704
| +0.4% | +$41.6K | 1.32% | 16 |
|
|
2023
Q4 | $9.4M | Sell |
161,132
-496
| -0.3% | -$26.5K | 1.33% | 16 |
|
|
2023
Q3 | $8.41M | Buy |
161,628
+2,072
| +1% | +$114K | 1.27% | 17 |
|
|
2023
Q2 | $8.77M | Sell |
159,556
-1,284
| -0.8% | -$67.3K | 1.3% | 14 |
|
|
2023
Q1 | $8.45M | Sell |
160,840
-596
| -0.4% | -$31.7K | 1.32% | 13 |
|
|
2022
Q4 | $8.23M | Buy |
161,436
+19,444
| +14% | +$990K | 1.32% | 12 |
|
|
2022
Q3 | $6.67M | Sell |
141,992
-2,780
| -2% | -$145K | 1.19% | 15 |
|
|
2022
Q2 | $7.13M | Buy |
144,772
+10,620
| +8% | +$574K | 1.23% | 18 |
|
|
2022
Q1 | $7.98M | Sell |
134,152
-2,044
| -2% | -$120K | 1.24% | 16 |
|
|
2021
Q4 | $8.68M | Sell |
136,196
-620
| -0.5% | -$38.9K | 1.35% | 15 |
|
|
2021
Q3 | $8.16M | Buy |
136,816
+2,980
| +2% | +$180K | 1.4% | 16 |
|
|
2021
Q2 | $7.94M | Buy |
133,836
+10,192
| +8% | +$591K | 1.36% | 17 |
|
|
2021
Q1 | $6.84M | Buy |
123,644
+5,248
| +4% | +$285K | 1.28% | 18 |
|
|
2020
Q4 | $6.12M | Sell |
118,396
-496
| -0.4% | -$24K | 1.24% | 20 |
|
|
2020
Q3 | $5.24M | Sell |
118,892
-2,940
| -2% | -$128K | 1.23% | 18 |
|
|
2020
Q2 | $4.99M | Buy |
121,832
+13,156
| +12% | +$504K | 1.38% | 15 |
|
|
2020
Q1 | $3.58M | Sell |
108,676
-19,656
| -15% | -$814K | 1.24% | 19 |
|
|
2019
Q4 | $5.73M | Buy |
128,332
+1,244
| +1% | +$53.4K | 1.77% | 11 |
|
|
2019
Q3 | $5.35M | Buy |
127,088
+5,564
| +5% | +$232K | 1.8% | 12 |
|
|
2019
Q2 | $5.08M | Buy |
121,524
+3,312
| +3% | +$136K | 1.79% | 13 |
|
|
2019
Q1 | $4.75M | Buy |
118,212
+24,520
| +26% | +$943K | 1.75% | 14 |
|
|
2018
Q4 | $3.24M | Buy |
93,692
+3,352
| +4% | +$126K | 1.37% | 18 |
|
|
2018
Q3 | $3.71M | Buy |
90,340
+10,228
| +13% | +$417K | 1.48% | 16 |
|
|
2018
Q2 | $3.16M | Buy |
80,112
+6,436
| +9% | +$253K | 2.04% | 15 |
|
|
2018
Q1 | $2.84M | Buy |
73,676
+14,948
| +25% | +$589K | 2.87% | 9 |
|
|
2017
Q4 | $2.27M | Buy |
+58,728
| New | +$2.22M | 2.29% | 10 |
|
Other funds holding VO
Rossmore Private Capital's VO Position: Q2 2026 in Review
Rossmore Private Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, buying an estimated $845K and bringing the position to 182,172 shares worth $14.7M. The position accounts for 1.19% of the portfolio, ranked #21.
Rossmore Private Capital first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Rossmore Private Capital held 182,172 shares of Vanguard Morningstar Mid-Cap ETF worth $14.7M as of Q2 2026.
- Rossmore Private Capital bought 10,900 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $845K.
- Vanguard Morningstar Mid-Cap ETF made up 1.19% of Rossmore Private Capital's portfolio in Q2 2026, its #21 holding.
- Rossmore Private Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.