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Stuart Chaussee & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-252
Closed -$18.4K – 145
2025
Q3 		$18.4K Hold
252
– – ﹤0.01% 133
2025
Q2 		$17.6K Hold
252
– – ﹤0.01% 130
2025
Q1 		$16.2K Hold
252
– – ﹤0.01% 134
2024
Q4 		$16.6K Hold
252
– – ﹤0.01% 129
2024
Q3 		$16.6K Hold
252
– – ﹤0.01% 114
2024
Q2 		$15.2K Hold
252
– – ﹤0.01% 113
2024
Q1 		$15.7K Buy
+252
New +$14.9K ﹤0.01% 108

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stuart Chaussee & Associates's VO Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 252 shares — an estimated $18.4K sold.

Stuart Chaussee & Associates first reported a position in VO in Q1 2024 and held it in 7 quarters. The position peaked at $18.4K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 252 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $18.4K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
  • Stuart Chaussee & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $18.4K in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.