Sherman Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sherman Asset 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	$1.82M	Buy	22,553 +3,069	+16%	+$238K	1.41%	17
2026 Q1	$1.4M	Buy	19,484 +1,444	+8%	+$107K	1.29%	19
2025 Q4	$1.04M	Sell	18,040 -20	-0.1%	-$1.46K	0.88%	22
2025 Q3	$1.33M	Buy	18,060 +268	+2%	+$19.2K	1.14%	20
2025 Q2	$1.24M	Sell	17,792 -1,440	-7%	-$94.5K	1.1%	20
2025 Q1	$1.24M	Buy	19,232 +15,148	+371%	+$1.02M	1.19%	19
2024 Q4	$270K	Buy	+4,084	New	+$277K	0.25%	48

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

Sherman Asset Management's VO Position: Q2 2026 in Review

Sherman Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $238K and bringing the position to 22,553 shares worth $1.82M. The position accounts for 1.41% of the portfolio, ranked #17.

Sherman Asset Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sherman Asset Management held 22,553 shares of Vanguard Morningstar Mid-Cap ETF worth $1.82M as of Q2 2026.
Sherman Asset Management bought 3,069 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $238K.
Vanguard Morningstar Mid-Cap ETF made up 1.41% of Sherman Asset Management's portfolio in Q2 2026, its #17 holding.
Sherman Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.