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Ruggaard & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ruggaard & Associates’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 		$12.3M Sell
152,542
-1,038
-0.7% -$80.5K 4.41% 5
2026
Q1 		$11M Sell
153,580
-740
-0.5% -$55K 4.37% 7
2025
Q4 		$11.2M Sell
154,320
-17,972
-10% -$1.31M 4.41% 7
2025
Q3 		$12.7M Sell
172,292
-24
-0% -$1.72K 4.73% 7
2025
Q2 		$12.1M Sell
172,316
-27,892
-14% -$1.83M 4.85% 8
2025
Q1 		$12.9M Sell
200,208
-2,532
-1% -$170K 5.67% 7
2024
Q4 		$13.4M Buy
202,740
+404
+0.2% +$27.4K 5.87% 5
2024
Q3 		$13.3M Buy
202,336
+92
+0% +$5.78K 5.81% 5
2024
Q2 		$12.2M Sell
202,244
-1,004
-0.5% -$61K 5.66% 5
2024
Q1 		$12.7M Buy
203,248
+8,476
+4% +$501K 6.04% 4
2023
Q4 		$11.3M Buy
194,772
+12,216
+7% +$653K 5.99% 6
2023
Q3 		$9.5M Sell
182,556
-780
-0.4% -$42.8K 5.66% 6
2023
Q2 		$10.1M Buy
183,336
+3,688
+2% +$193K 5.91% 6
2023
Q1 		$9.47M Buy
+179,648
New +$9.56M 5.85% 6

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ruggaard & Associates's VO Position: Q2 2026 in Review

Ruggaard & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.68% in Q2 2026, selling an estimated $80.5K and leaving 152,542 shares worth $12.3M. The position accounts for 4.41% of the portfolio, ranked #5.

Ruggaard & Associates first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ruggaard & Associates held 152,542 shares of Vanguard Morningstar Mid-Cap ETF worth $12.3M as of Q2 2026.
  • Ruggaard & Associates sold 1,038 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $80.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.41% of Ruggaard & Associates's portfolio in Q2 2026, its #5 holding.
  • Ruggaard & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $13.4M in Q4 2024.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.