Ted Buchan & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ted Buchan & Co’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	$297K	Buy	3,687 +3	+0.1%	+$233	0.1%	82
2026 Q1	$265K	Buy	3,684 +60	+2%	+$4.46K	0.1%	78
2025 Q4	$263K	Sell	3,624 -188	-5%	-$13.7K	0.1%	77
2025 Q3	$280K	Sell	3,812 -4	-0.1%	-$287	0.11%	74
2025 Q2	$267K	Hold	3,816	–	–	0.11%	86
2025 Q1	$247K	Buy	3,816 +364	+11%	+$24.4K	0.12%	81
2024 Q4	$228K	Hold	3,452	–	–	0.11%	81
2024 Q3	$228K	Hold	3,452	–	–	0.11%	81
2024 Q2	$209K	Hold	3,452	–	–	0.11%	84
2024 Q1	$216K	Hold	3,452	–	–	0.13%	89
2023 Q4	$201K	Buy	+3,452	New	+$184K	0.15%	80

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ted Buchan & Co's VO Position: Q2 2026 in Review

Ted Buchan & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, buying an estimated $233 and bringing the position to 3,687 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #82.

Ted Buchan & Co first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ted Buchan & Co held 3,687 shares of Vanguard Morningstar Mid-Cap ETF worth $297K as of Q2 2026.
Ted Buchan & Co bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Ted Buchan & Co's portfolio in Q2 2026, its #82 holding.
Ted Buchan & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.