RW Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RW Investment Management’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	$4.6M	Buy	57,062 +338	+0.6%	+$26.2K	0.4%	19
2026 Q1	$4.07M	Buy	+56,724	New	+$4.21M	0.39%	20
2025 Q3	$4.67M	Sell	63,660 -2,484	-4%	-$178K	0.48%	15
2025 Q2	$4.63M	Sell	66,144 -956	-1%	-$62.8K	0.52%	16
2025 Q1	$4.34M	Buy	67,100 +3,384	+5%	+$227K	0.53%	15
2024 Q4	$4.21M	Sell	63,716 -1,212	-2%	-$82.3K	0.51%	16
2024 Q3	$4.28M	Buy	64,928 +11,060	+21%	+$694K	0.53%	14
2024 Q2	$3.26M	Buy	53,868 +8,532	+19%	+$518K	0.44%	16
2024 Q1	$2.83M	Sell	45,336 -2,820	-6%	-$167K	0.39%	17
2023 Q4	$2.8M	Sell	48,156 -2,776	-5%	-$148K	0.43%	17
2023 Q3	$2.65M	Buy	50,932 +5,304	+12%	+$291K	0.48%	17
2023 Q2	$2.51M	Buy	45,628 +12,352	+37%	+$648K	0.52%	17
2023 Q1	$1.75M	Buy	33,276 +17,768	+115%	+$945K	0.49%	19
2022 Q4	$790K	Buy	+15,508	New	+$790K	0.31%	33

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

RW Investment Management's VO Position: Q2 2026 in Review

RW Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.6% in Q2 2026, buying an estimated $26.2K and bringing the position to 57,062 shares worth $4.6M. The position accounts for 0.4% of the portfolio, ranked #19.

RW Investment Management first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.67M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RW Investment Management held 57,062 shares of Vanguard Morningstar Mid-Cap ETF worth $4.6M as of Q2 2026.
RW Investment Management bought 338 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of RW Investment Management's portfolio in Q2 2026, its #19 holding.
RW Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.67M in Q3 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.