Tortoise Investment 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
Q2 | $319K | Buy |
3,961
+1
| +0% | +$78 | 0.02% | 203 |
|
|
2026
Q1 | $284K | Sell |
3,960
-1,456
| -27% | -$108K | 0.02% | 202 |
|
|
2025
Q4 | $393K | Buy |
5,416
+1,520
| +39% | +$111K | 0.03% | 180 |
|
|
2025
Q3 | $286K | Buy |
3,896
+872
| +29% | +$62.6K | 0.03% | 196 |
|
|
2025
Q2 | $212K | Hold |
3,024
| – | – | 0.02% | 217 |
|
|
2025
Q1 | $196K | Hold |
3,024
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $200K | Hold |
3,024
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $199K | Hold |
3,024
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $183K | Sell |
3,024
-204
| -6% | -$12.4K | 0.02% | 223 |
|
|
2024
Q1 | $202K | Buy |
3,228
+1,820
| +129% | +$108K | 0.02% | 208 |
|
|
2023
Q4 | $81.9K | Buy |
1,408
+804
| +133% | +$43K | 0.01% | 303 |
|
|
2023
Q3 | $31.4K | Hold |
604
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $33.2K | Hold |
604
| – | – | ﹤0.01% | 398 |
|
|
2023
Q1 | $31.8K | Hold |
604
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $30.8K | Hold |
604
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $28K | Hold |
604
| – | – | 0.01% | 387 |
|
|
2022
Q2 | $30K | Buy |
604
+204
| +51% | +$11K | 0.01% | 364 |
|
|
2022
Q1 | $24K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $24K | Sell |
400
-136
| -25% | -$8.22K | ﹤0.01% | 369 |
|
|
2021
Q2 | $32K | Sell |
536
-356
| -40% | -$20.6K | 0.01% | 319 |
|
|
2021
Q1 | $49K | Hold |
892
| – | – | 0.01% | 263 |
|
|
2020
Q4 | $46K | Hold |
892
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $39K | Sell |
892
-440
| -33% | -$19.2K | 0.01% | 250 |
|
|
2020
Q2 | $55K | Hold |
1,332
| – | – | 0.01% | 211 |
|
|
2020
Q1 | $44K | Hold |
1,332
| – | – | 0.01% | 231 |
|
|
2019
Q4 | $59K | Buy |
1,332
+400
| +43% | +$17.2K | 0.01% | 232 |
|
|
2019
Q3 | $39K | Hold |
932
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $39K | Hold |
932
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $37K | Hold |
932
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $32K | Hold |
932
| – | – | 0.01% | 271 |
|
|
2018
Q3 | $38K | Hold |
932
| – | – | 0.01% | 265 |
|
|
2018
Q2 | $37K | Hold |
932
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $36K | Hold |
932
| – | – | 0.01% | 273 |
|
|
2017
Q4 | $36K | Hold |
932
| – | – | 0.01% | 272 |
|
|
2017
Q3 | $34K | Hold |
932
| – | – | 0.01% | 260 |
|
|
2017
Q2 | $33K | Hold |
932
| – | – | 0.01% | 253 |
|
|
2017
Q1 | $32K | Buy |
932
+492
| +112% | +$16.9K | 0.01% | 234 |
|
|
2016
Q4 | $14K | Hold |
440
| – | – | ﹤0.01% | 303 |
|
|
2016
Q3 | $14K | Hold |
440
| – | – | ﹤0.01% | 280 |
|
|
2016
Q2 | $14K | Hold |
440
| – | – | ﹤0.01% | 280 |
|
|
2016
Q1 | $13K | Buy |
+440
| New | +$12.4K | ﹤0.01% | 269 |
|
Other funds holding VO
CBU
Tortoise Investment Management's VO Position: Q2 2026 in Review
Tortoise Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 3,961 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #203.
Tortoise Investment Management first reported a position in VO in Q1 2016 and has held it in 42 quarters since. The position peaked at $393K in Q4 2025. 2,209 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Tortoise Investment Management held 3,961 shares of Vanguard Morningstar Mid-Cap ETF worth $319K as of Q2 2026.
- Tortoise Investment Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
- Vanguard Morningstar Mid-Cap ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #203 holding.
- Tortoise Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 42 quarters since.
- Tortoise Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $393K in Q4 2025.
- 2,209 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.