SGK
VO icon

Steigerwald Gordon & Koch’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Steigerwald Gordon & Koch’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 		$76.3K Sell
947
-1
-0.1% -$78 0.01% 246
2026
Q1 		$68K Hold
948
– – 0.01% 263
2025
Q4 		$68.8K Buy
948
+444
+88% +$32.3K 0.01% 269
2025
Q3 		$37K Buy
+504
New +$36.2K ﹤0.01% 349

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

Steigerwald Gordon & Koch's VO Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.11% in Q2 2026, selling an estimated $78 and leaving 947 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #246.

Steigerwald Gordon & Koch first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Steigerwald Gordon & Koch held 947 shares of Vanguard Morningstar Mid-Cap ETF worth $76.3K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #246 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.