The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,064
| Closed | -$457K | – | 197 |
|
|
2025
Q1 | $457K | Buy |
7,064
+20
| +0.3% | +$1.34K | 0.1% | 125 |
|
|
2024
Q4 | $465K | Buy |
7,044
+24
| +0.3% | +$1.63K | 0.1% | 121 |
|
|
2024
Q3 | $463K | Buy |
7,020
+48
| +0.7% | +$3.01K | 0.1% | 123 |
|
|
2024
Q2 | $422K | Hold |
6,972
| – | – | 0.09% | 123 |
|
|
2024
Q1 | $435K | Sell |
6,972
-1,164
| -14% | -$68.8K | 0.11% | 125 |
|
|
2023
Q4 | $473K | Buy |
8,136
+1,224
| +18% | +$65.4K | 0.12% | 109 |
|
|
2023
Q3 | $360K | Buy |
6,912
+96
| +1% | +$5.26K | 0.1% | 125 |
|
|
2023
Q2 | $375K | Buy |
6,816
+24
| +0.4% | +$1.26K | 0.1% | 126 |
|
|
2023
Q1 | $358K | Sell |
6,792
-48
| -0.7% | -$2.55K | 0.1% | 126 |
|
|
2022
Q4 | $349K | Buy |
6,840
+432
| +7% | +$22K | 0.1% | 132 |
|
|
2022
Q3 | $301K | Sell |
6,408
-5,544
| -46% | -$290K | 0.1% | 134 |
|
|
2022
Q2 | $589K | Buy |
11,952
+36
| +0.3% | +$1.95K | 0.17% | 90 |
|
|
2022
Q1 | $709K | Buy |
11,916
+1,384
| +13% | +$81.2K | 0.19% | 83 |
|
|
2021
Q4 | $671K | Buy |
10,532
+20
| +0.2% | +$1.25K | 0.17% | 84 |
|
|
2021
Q3 | $661K | Buy |
10,512
+12
| +0.1% | +$725 | 0.17% | 83 |
|
|
2021
Q2 | $623K | Buy |
10,500
+20
| +0.2% | +$1.16K | 0.17% | 87 |
|
|
2021
Q1 | $580K | Buy |
10,480
+16
| +0.2% | +$868 | 0.17% | 88 |
|
|
2020
Q4 | $556K | Buy |
10,464
+44
| +0.4% | +$2.13K | 0.17% | 87 |
|
|
2020
Q3 | $459K | Buy |
10,420
+24
| +0.2% | +$1.05K | 0.16% | 89 |
|
|
2020
Q2 | $426K | Hold |
10,396
| – | – | 0.16% | 95 |
|
|
2020
Q1 | $342K | Sell |
10,396
-3,160
| -23% | -$131K | 0.15% | 95 |
|
|
2019
Q4 | $604K | Buy |
13,556
+44
| +0.3% | +$1.89K | 0.2% | 74 |
|
|
2019
Q3 | $566K | Buy |
13,512
+52
| +0.4% | +$2.17K | 0.2% | 74 |
|
|
2019
Q2 | $562K | Buy |
13,460
+28
| +0.2% | +$1.15K | 0.2% | 73 |
|
|
2019
Q1 | $540K | Buy |
13,432
+1,720
| +15% | +$66.2K | 0.2% | 74 |
|
|
2018
Q4 | $405K | Buy |
11,712
+60
| +0.5% | +$2.25K | 0.16% | 81 |
|
|
2018
Q3 | $478K | Hold |
11,652
| – | – | 0.17% | 79 |
|
|
2018
Q2 | $459K | Buy |
11,652
+20
| +0.2% | +$785 | 0.17% | 76 |
|
|
2018
Q1 | $448K | Buy |
11,632
+20
| +0.2% | +$787 | 0.17% | 77 |
|
|
2017
Q4 | $449K | Buy |
11,612
+48
| +0.4% | +$1.81K | 0.18% | 76 |
|
|
2017
Q3 | $425K | Hold |
11,564
| – | – | 0.18% | 76 |
|
|
2017
Q2 | $412K | Buy |
11,564
+2,024
| +21% | +$71.5K | 0.18% | 76 |
|
|
2017
Q1 | $332K | Hold |
9,540
| – | – | 0.16% | 80 |
|
|
2016
Q4 | $314K | Buy |
9,540
+972
| +11% | +$31.5K | 0.15% | 83 |
|
|
2016
Q3 | $277K | Buy |
+8,568
| New | +$275K | 0.13% | 89 |
|
Other funds holding VO
The Family Firm's VO Position: Q2 2025 in Review
The Family Firm sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 7,064 shares — an estimated $457K sold.
The Family Firm first reported a position in VO in Q3 2016 and held it in 35 quarters. The position peaked at $709K in Q1 2022. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.
- The Family Firm reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 7,064 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $457K.
- The Family Firm first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and held it in 35 quarters.
- The Family Firm's Vanguard Morningstar Mid-Cap ETF position peaked at $709K in Q1 2022.
- 2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.