SHIM
VO icon

Stone House Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stone House Investment 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 		$638K Buy
7,921
+25
+0.3% +$1.94K 0.08% 44
2026
Q1 		$567K Buy
7,896
+32
+0.4% +$2.38K 0.1% 37
2025
Q4 		$571K Sell
7,864
-760
-9% -$55.3K 0.09% 40
2025
Q3 		$633K Buy
8,624
+32
+0.4% +$2.3K 0.11% 42
2025
Q2 		$601K Sell
8,592
-1,548
-15% -$102K 0.11% 38
2025
Q1 		$656K Buy
10,140
+900
+10% +$60.4K 0.13% 40
2024
Q4 		$610K Buy
9,240
+1,944
+27% +$132K 0.16% 35
2024
Q3 		$481K Buy
7,296
+672
+10% +$42.2K 0.1% 39
2024
Q2 		$401K Buy
6,624
+696
+12% +$42.3K 0.1% 38
2024
Q1 		$370K Buy
5,928
+660
+13% +$39K 0.09% 44
2023
Q4 		$306K Buy
5,268
+580
+12% +$31K 0.11% 37
2023
Q3 		$244K Buy
4,688
+568
+14% +$31.1K 0.08% 35
2023
Q2 		$227K Buy
4,120
+588
+17% +$30.8K 0.08% 34
2023
Q1 		$186K Buy
+3,532
New +$188K 0.06% 40

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 22.9% 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

Stone House Investment Management's VO Position: Q2 2026 in Review

Stone House Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.32% in Q2 2026, buying an estimated $1.94K and bringing the position to 7,921 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #44.

Stone House Investment Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $656K in Q1 2025. 2,493 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Stone House Investment Management held 7,921 shares of Vanguard Morningstar Mid-Cap ETF worth $638K as of Q2 2026.
  • Stone House Investment Management bought 25 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Stone House Investment Management's portfolio in Q2 2026, its #44 holding.
  • Stone House Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Stone House Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $656K in Q1 2025.
  • 2,493 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.