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Sloy Dahl & Holst’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sloy Dahl & Holst’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 		$864K Sell
10,721
-55
-0.5% -$4.26K 0.11% 54
2026
Q1 		$774K Buy
10,776
+1,164
+12% +$86.5K 0.11% 54
2025
Q4 		$697K Buy
9,612
+2,996
+45% +$218K 0.08% 59
2025
Q3 		$486K Buy
6,616
+388
+6% +$27.9K 0.05% 68
2025
Q2 		$436K Buy
6,228
+252
+4% +$16.5K 0.06% 72
2025
Q1 		$386K Sell
5,976
-688
-10% -$46.2K 0.07% 67
2024
Q4 		$440K Buy
6,664
+892
+15% +$60.6K 0.06% 63
2024
Q3 		$381K Buy
5,772
+32
+0.6% +$2.01K 0.07% 66
2024
Q2 		$347K Hold
5,740
– – 0.07% 63
2024
Q1 		$359K Buy
5,740
+84
+1% +$4.96K 0.08% 59
2023
Q4 		$329K Hold
5,656
– – 0.07% 65
2023
Q3 		$294K Buy
5,656
+1,052
+23% +$57.7K 0.06% 64
2023
Q2 		$253K Buy
+4,604
New +$241K 0.05% 65

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

Sloy Dahl & Holst's VO Position: Q2 2026 in Review

Sloy Dahl & Holst reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q2 2026, selling an estimated $4.26K and leaving 10,721 shares worth $864K. The position accounts for 0.11% of the portfolio, ranked #54.

Sloy Dahl & Holst first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sloy Dahl & Holst held 10,721 shares of Vanguard Morningstar Mid-Cap ETF worth $864K as of Q2 2026.
  • Sloy Dahl & Holst sold 55 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.26K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Sloy Dahl & Holst's portfolio in Q2 2026, its #54 holding.
  • Sloy Dahl & Holst first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.