Valeo Financial Advisors’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 | $8.33M | Sell |
109,210
-21,166
| -16% | -$1.64M | 0.18% | 60 |
|
|
2026
Q1 | $7.69M | Buy |
130,376
+5,172
| +4% | +$384K | 0.18% | 58 |
|
|
2025
Q4 | $7.77M | Buy |
125,204
+1,092
| +0.9% | +$79.4K | 0.17% | 62 |
|
|
2025
Q3 | $7.78M | Sell |
124,112
-138,576
| -53% | -$9.95M | 0.18% | 65 |
|
|
2025
Q2 | $7.38M | Buy |
262,688
+193,340
| +279% | +$12.7M | 0.18% | 62 |
|
|
2025
Q1 | $4.48M | Buy |
69,348
+11,652
| +20% | +$782K | 0.13% | 82 |
|
|
2024
Q4 | $3.81M | Buy |
57,696
+3,780
| +7% | +$257K | 0.11% | 91 |
|
|
2024
Q3 | $3.56M | Buy |
53,916
+1,348
| +3% | +$84.6K | 0.1% | 99 |
|
|
2024
Q2 | $3.18M | Buy |
52,568
+31,980
| +155% | +$1.94M | 0.1% | 101 |
|
|
2024
Q1 | $1.23M | Buy |
20,588
+2,416
| +13% | +$143K | 0.04% | 203 |
|
|
2023
Q4 | $1.06M | Buy |
18,172
+796
| +5% | +$42.5K | 0.04% | 216 |
|
|
2023
Q3 | $905K | Buy |
17,376
+5,356
| +45% | +$294K | 0.04% | 228 |
|
|
2023
Q2 | $662K | Sell |
12,020
-114,872
| -91% | -$6.02M | 0.03% | 263 |
|
|
2023
Q1 | $761K | Buy |
126,892
+115,016
| +968% | +$6.12M | 0.04% | 255 |
|
|
2022
Q4 | $605K | Buy |
11,876
+212
| +2% | +$10.8K | 0.03% | 251 |
|
|
2022
Q3 | $548K | Hold |
11,664
| – | – | 0.03% | 249 |
|
|
2022
Q2 | $574K | Sell |
11,664
-102,864
| -90% | -$5.56M | 0.04% | 235 |
|
|
2022
Q1 | $667K | Buy |
114,528
+105,796
| +1,212% | +$6.21M | 0.03% | 267 |
|
|
2021
Q4 | $556K | Sell |
8,732
-1,040
| -11% | -$65.2K | 0.03% | 283 |
|
|
2021
Q3 | $578K | Sell |
9,772
-892
| -8% | -$53.9K | 0.03% | 272 |
|
|
2021
Q2 | $633K | Buy |
10,664
+3,508
| +49% | +$203K | 0.04% | 228 |
|
|
2021
Q1 | $396K | Sell |
7,156
-16
| -0.2% | -$868 | 0.02% | 310 |
|
|
2020
Q4 | $371K | Buy |
7,172
+316
| +5% | +$15.3K | 0.02% | 298 |
|
|
2020
Q3 | $302K | Sell |
6,856
-75,096
| -92% | -$3.27M | 0.03% | 256 |
|
|
2020
Q2 | $357K | Buy |
81,952
+71,204
| +662% | +$2.73M | 0.03% | 225 |
|
|
2020
Q1 | $385K | Buy |
10,748
+2,956
| +38% | +$122K | 0.04% | 200 |
|
|
2019
Q4 | $347K | Buy |
7,792
+884
| +13% | +$38K | 0.03% | 239 |
|
|
2019
Q3 | $289K | Buy |
6,908
+428
| +7% | +$17.9K | 0.03% | 231 |
|
|
2019
Q2 | $271K | Buy |
6,480
+28
| +0.4% | +$1.15K | 0.03% | 232 |
|
|
2019
Q1 | $259K | Buy |
6,452
+844
| +15% | +$32.5K | 0.03% | 230 |
|
|
2018
Q4 | $194K | Sell |
5,608
-3,212
| -36% | -$121K | 0.03% | 261 |
|
|
2018
Q3 | $330K | Buy |
8,820
+3,528
| +67% | +$144K | 0.04% | 206 |
|
|
2018
Q2 | $213K | Buy |
5,292
+1,412
| +36% | +$55.4K | 0.03% | 270 |
|
|
2018
Q1 | $150K | Buy |
3,880
+688
| +22% | +$27.1K | 0.02% | 289 |
|
|
2017
Q4 | $124K | Buy |
3,192
+1,392
| +77% | +$52.5K | 0.02% | 302 |
|
|
2017
Q3 | $66K | Buy |
+1,800
| New | +$64.9K | 0.01% | 359 |
|
Other funds holding VO
Valeo Financial Advisors's VO Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $1.64M and leaving 109,210 shares worth $8.33M. The position accounts for 0.18% of the portfolio, ranked #60.
Valeo Financial Advisors first reported a position in VO in Q3 2017 and has held it in 36 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Valeo Financial Advisors held 109,210 shares of Vanguard Morningstar Mid-Cap ETF worth $8.33M as of Q2 2026.
- Valeo Financial Advisors sold 21,166 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.64M.
- Vanguard Morningstar Mid-Cap ETF made up 0.18% of Valeo Financial Advisors's portfolio in Q2 2026, its #60 holding.
- Valeo Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.