Schneider Downs Wealth Management Advisors’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
Q1 | $70.7M | Buy |
984,120
+13,872
| +1% | +$1.03M | 7.79% | 3 |
|
|
2025
Q4 | $70.4M | Buy |
970,248
+17,536
| +2% | +$1.28M | 7.94% | 3 |
|
|
2025
Q3 | $70M | Sell |
952,712
-5,744
| -0.6% | -$412K | 8.3% | 3 |
|
|
2025
Q2 | $67.1M | Buy |
958,456
+34,464
| +4% | +$2.26M | 10.02% | 2 |
|
|
2025
Q1 | $59.7M | Buy |
923,992
+54,480
| +6% | +$3.66M | 10.82% | 1 |
|
|
2024
Q4 | $57.4M | Buy |
869,512
+75,304
| +9% | +$5.11M | 10.8% | 1 |
|
|
2024
Q3 | $52.4M | Buy |
794,208
+32,748
| +4% | +$2.06M | 10.72% | 1 |
|
|
2024
Q2 | $46.1M | Buy |
761,460
+63,436
| +9% | +$3.85M | 10.25% | 1 |
|
|
2024
Q1 | $43.6M | Buy |
698,024
+54,024
| +8% | +$3.19M | 10.05% | 2 |
|
|
2023
Q4 | $37.5M | Buy |
644,000
+9,648
| +2% | +$515K | 9.74% | 2 |
|
|
2023
Q3 | $33M | Buy |
634,352
+20,000
| +3% | +$1.1M | 7.65% | 2 |
|
|
2023
Q2 | $33.8M | Buy |
614,352
+8,824
| +1% | +$463K | 7.73% | 2 |
|
|
2023
Q1 | $31.9M | Buy |
605,528
+2,588
| +0.4% | +$138K | 6.56% | 2 |
|
|
2022
Q4 | $30.7M | Buy |
602,940
+72,348
| +14% | +$3.69M | 6.73% | 2 |
|
|
2022
Q3 | $24.9M | Buy |
530,592
+8,208
| +2% | +$429K | 7.31% | 2 |
|
|
2022
Q2 | $25.7M | Sell |
522,384
-1,624
| -0.3% | -$87.7K | 7.19% | 2 |
|
|
2022
Q1 | $31.2M | Buy |
524,008
+9,900
| +2% | +$581K | 7.94% | 2 |
|
|
2021
Q4 | $32.7M | Sell |
514,108
-10,848
| -2% | -$680K | 7.82% | 2 |
|
|
2021
Q3 | $31.1M | Buy |
524,956
+732
| +0.1% | +$44.2K | 8.03% | 2 |
|
|
2021
Q2 | $31.1M | Sell |
524,224
-2,216
| -0.4% | -$128K | 8.06% | 2 |
|
|
2021
Q1 | $29.1M | Buy |
526,440
+3,768
| +0.7% | +$204K | 7.12% | 2 |
|
|
2020
Q4 | $27M | Buy |
522,672
+4,592
| +0.9% | +$222K | 7.52% | 2 |
|
|
2020
Q3 | $22.8M | Buy |
518,080
+7,796
| +2% | +$340K | 7.66% | 2 |
|
|
2020
Q2 | $20.9M | Buy |
510,284
+69,444
| +16% | +$2.66M | 7.14% | 2 |
|
|
2020
Q1 | $14.5M | Buy |
440,840
+35,488
| +9% | +$1.47M | 5.32% | 3 |
|
|
2019
Q4 | $18.1M | Buy |
405,352
+4,912
| +1% | +$211K | 5.39% | 2 |
|
|
2019
Q3 | $16.8M | Buy |
400,440
+3,044
| +0.8% | +$127K | 5.22% | 2 |
|
|
2019
Q2 | $16.6M | Sell |
397,396
-10,572
| -3% | -$433K | 5.8% | 2 |
|
|
2019
Q1 | $16.4M | Buy |
407,968
+13,080
| +3% | +$503K | 6.18% | 2 |
|
|
2018
Q4 | $13.6M | Buy |
394,888
+16,372
| +4% | +$615K | 5.9% | 2 |
|
|
2018
Q3 | $15.5M | Buy |
378,516
+12,220
| +3% | +$499K | 9.84% | 2 |
|
|
2018
Q2 | $14.4M | Buy |
366,296
+39,484
| +12% | +$1.55M | 9.59% | 2 |
|
|
2018
Q1 | $12.6M | Buy |
326,812
+25,484
| +8% | +$1M | 7.11% | 2 |
|
|
2017
Q4 | $11.7M | Buy |
301,328
+5,420
| +2% | +$205K | 6.74% | 3 |
|
|
2017
Q3 | $10.9M | Sell |
295,908
-1,484
| -0.5% | -$53.5K | 7.01% | 3 |
|
|
2017
Q2 | $10.6M | Buy |
297,392
+24,944
| +9% | +$881K | 6.96% | 3 |
|
|
2017
Q1 | $9.48M | Buy |
272,448
+11,940
| +5% | +$410K | 6.49% | 4 |
|
|
2016
Q4 | $8.57M | Buy |
260,508
+15,556
| +6% | +$504K | 5.83% | 4 |
|
|
2016
Q3 | $7.93M | Buy |
244,952
+5,300
| +2% | +$170K | 5.13% | 4 |
|
|
2016
Q2 | $7.41M | Buy |
239,652
+7,488
| +3% | +$229K | 5% | 3 |
|
|
2016
Q1 | $7.04M | Buy |
232,164
+34,852
| +18% | +$986K | 4.9% | 3 |
|
|
2015
Q4 | $5.92M | Buy |
+197,312
| New | +$6.02M | 6.87% | 3 |
|
Other funds holding VO
Schneider Downs Wealth Management Advisors's VO Position: Q1 2026 in Review
Schneider Downs Wealth Management Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q1 2026, buying an estimated $1.03M and bringing the position to 984,120 shares worth $70.7M. The position accounts for 7.79% of the portfolio, ranked #3.
Schneider Downs Wealth Management Advisors first reported a position in VO in Q4 2015 and has held it in 42 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Schneider Downs Wealth Management Advisors held 984,120 shares of Vanguard Morningstar Mid-Cap ETF worth $70.7M as of Q1 2026.
- Schneider Downs Wealth Management Advisors bought 13,872 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.03M.
- Vanguard Morningstar Mid-Cap ETF made up 7.79% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #3 holding.
- Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.