Stockman Wealth Management’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 | $432K | Sell |
6,012
-1,732
| -22% | -$129K | 0.05% | 117 |
|
|
2025
Q4 | $562K | Buy |
7,744
+1,644
| +27% | +$120K | 0.07% | 102 |
|
|
2025
Q3 | $448K | Buy |
6,100
+332
| +6% | +$23.8K | 0.06% | 112 |
|
|
2025
Q2 | $404K | Sell |
5,768
-164
| -3% | -$10.8K | 0.05% | 117 |
|
|
2025
Q1 | $384K | Buy |
5,932
+204
| +4% | +$13.7K | 0.06% | 119 |
|
|
2024
Q4 | $378K | Buy |
5,728
+160
| +3% | +$10.9K | 0.06% | 123 |
|
|
2024
Q3 | $367K | Sell |
5,568
-4,320
| -44% | -$271K | 0.06% | 130 |
|
|
2024
Q2 | $598K | Buy |
9,888
+40
| +0.4% | +$2.43K | 0.1% | 89 |
|
|
2024
Q1 | $615K | Buy |
9,848
+152
| +2% | +$8.98K | 0.11% | 89 |
|
|
2023
Q4 | $564K | Sell |
9,696
-2,304
| -19% | -$123K | 0.11% | 91 |
|
|
2023
Q3 | $625K | Sell |
12,000
-220
| -2% | -$12.1K | 0.14% | 85 |
|
|
2023
Q2 | $673K | Sell |
12,220
-5,548
| -31% | -$291K | 0.14% | 87 |
|
|
2023
Q1 | $937K | Hold |
17,768
| – | – | 0.21% | 67 |
|
|
2022
Q4 | $905K | Hold |
17,768
| – | – | 0.21% | 71 |
|
|
2022
Q3 | $835K | Sell |
17,768
-80
| -0.4% | -$4.18K | 0.23% | 65 |
|
|
2022
Q2 | $879K | Sell |
17,848
-1,080
| -6% | -$58.4K | 0.22% | 66 |
|
|
2022
Q1 | $1.13M | Sell |
18,928
-3,576
| -16% | -$210K | 0.23% | 63 |
|
|
2021
Q4 | $1.43M | Buy |
22,504
+16
| +0.1% | +$1K | 0.29% | 58 |
|
|
2021
Q3 | $1.33M | Hold |
22,488
| – | – | 0.3% | 62 |
|
|
2021
Q2 | $1.33M | Sell |
22,488
-476
| -2% | -$27.6K | 0.32% | 60 |
|
|
2021
Q1 | $1.27M | Sell |
22,964
-432
| -2% | -$23.4K | 0.35% | 56 |
|
|
2020
Q4 | $1.21M | Buy |
23,396
+8,720
| +59% | +$422K | 0.37% | 58 |
|
|
2020
Q3 | $647K | Sell |
14,676
-1,972
| -12% | -$85.9K | 0.24% | 72 |
|
|
2020
Q2 | $682K | Sell |
16,648
-44
| -0.3% | -$1.69K | 0.26% | 73 |
|
|
2020
Q1 | $549K | Sell |
16,692
-640
| -4% | -$26.5K | 0.24% | 74 |
|
|
2019
Q4 | $772K | Sell |
17,332
-5,440
| -24% | -$234K | 0.27% | 70 |
|
|
2019
Q3 | $954K | Sell |
22,772
-700
| -3% | -$29.3K | 0.37% | 64 |
|
|
2019
Q2 | $981K | Hold |
23,472
| – | – | 0.4% | 63 |
|
|
2019
Q1 | $943K | Hold |
23,472
| – | – | 0.41% | 60 |
|
|
2018
Q4 | $811K | Hold |
23,472
| – | – | 0.39% | 59 |
|
|
2018
Q3 | $963K | Hold |
23,472
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $925K | Buy |
23,472
+256
| +1% | +$10K | 0.42% | 57 |
|
|
2018
Q1 | $895K | Buy |
23,216
+1,912
| +9% | +$75.3K | 0.41% | 61 |
|
|
2017
Q4 | $824K | Sell |
21,304
-18,304
| -46% | -$691K | 0.37% | 65 |
|
|
2017
Q3 | $1.46M | Buy |
39,608
+9,080
| +30% | +$327K | 0.7% | 47 |
|
|
2017
Q2 | $1.09M | Buy |
30,528
+8,484
| +38% | +$300K | 1.09% | 36 |
|
|
2017
Q1 | $767K | Buy |
+22,044
| New | +$757K | 0.44% | 54 |
|
Other funds holding VO
Stockman Wealth Management's VO Position: Q1 2026 in Review
Stockman Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q1 2026, selling an estimated $129K and leaving 6,012 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #117.
Stockman Wealth Management first reported a position in VO in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.46M in Q3 2017. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Stockman Wealth Management held 6,012 shares of Vanguard Morningstar Mid-Cap ETF worth $432K as of Q1 2026.
- Stockman Wealth Management sold 1,732 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $129K.
- Vanguard Morningstar Mid-Cap ETF made up 0.05% of Stockman Wealth Management's portfolio in Q1 2026, its #117 holding.
- Stockman Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Stockman Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.46M in Q3 2017.
- 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.