Valmark Advisers’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 | $11.8M | Buy |
147,067
+2,883
| +2% | +$224K | 0.13% | 83 |
|
|
2026
Q1 | $10.4M | Buy |
144,184
+3,856
| +3% | +$286K | 0.12% | 85 |
|
|
2025
Q4 | $10.2M | Buy |
140,328
+2,780
| +2% | +$202K | 0.13% | 82 |
|
|
2025
Q3 | $10.1M | Buy |
137,548
+1,776
| +1% | +$128K | 0.13% | 79 |
|
|
2025
Q2 | $9.5M | Buy |
135,772
+2,936
| +2% | +$193K | 0.13% | 79 |
|
|
2025
Q1 | $8.59M | Sell |
132,836
-664
| -0.5% | -$44.6K | 0.13% | 79 |
|
|
2024
Q4 | $8.82M | Buy |
133,500
+868
| +0.7% | +$58.9K | 0.14% | 78 |
|
|
2024
Q3 | $8.75M | Buy |
132,632
+1,008
| +0.8% | +$63.3K | 0.14% | 73 |
|
|
2024
Q2 | $7.97M | Buy |
131,624
+1,092
| +0.8% | +$66.4K | 0.14% | 70 |
|
|
2024
Q1 | $8.15M | Buy |
130,532
+2,200
| +2% | +$130K | 0.14% | 68 |
|
|
2023
Q4 | $7.46M | Buy |
128,332
+3,904
| +3% | +$209K | 0.14% | 67 |
|
|
2023
Q3 | $6.48M | Buy |
124,428
+988
| +0.8% | +$54.2K | 0.13% | 64 |
|
|
2023
Q2 | $6.79M | Sell |
123,440
-3,156
| -2% | -$165K | 0.14% | 64 |
|
|
2023
Q1 | $6.68M | Sell |
126,596
-7,104
| -5% | -$378K | 0.14% | 60 |
|
|
2022
Q4 | $6.81M | Sell |
133,700
-2,524
| -2% | -$129K | 0.16% | 59 |
|
|
2022
Q3 | $6.4M | Sell |
136,224
-27,528
| -17% | -$1.44M | 0.13% | 57 |
|
|
2022
Q2 | $8.06M | Sell |
163,752
-49,596
| -23% | -$2.68M | 0.16% | 53 |
|
|
2022
Q1 | $12.7M | Buy |
213,348
+106,044
| +99% | +$6.22M | 0.22% | 47 |
|
|
2021
Q4 | $6.83M | Sell |
107,304
-8,840
| -8% | -$554K | 0.12% | 59 |
|
|
2021
Q3 | $6.87M | Buy |
116,144
+7,244
| +7% | +$438K | 0.13% | 54 |
|
|
2021
Q2 | $6.46M | Buy |
108,900
+5,408
| +5% | +$313K | 0.12% | 53 |
|
|
2021
Q1 | $5.73M | Buy |
103,492
+3,464
| +3% | +$188K | 0.11% | 53 |
|
|
2020
Q4 | $5.17M | Buy |
100,028
+9,504
| +10% | +$460K | 0.11% | 55 |
|
|
2020
Q3 | $3.99M | Buy |
90,524
+13,180
| +17% | +$574K | 0.09% | 61 |
|
|
2020
Q2 | $3.17M | Sell |
77,344
-2,948
| -4% | -$113K | 0.07% | 60 |
|
|
2020
Q1 | $2.64M | Buy |
80,292
+4,000
| +5% | +$166K | 0.07% | 56 |
|
|
2019
Q4 | $3.4M | Buy |
76,292
+5,184
| +7% | +$223K | 0.07% | 49 |
|
|
2019
Q3 | $2.98M | Buy |
71,108
+3,676
| +5% | +$154K | 0.07% | 53 |
|
|
2019
Q2 | $2.82M | Buy |
67,432
+5,360
| +9% | +$219K | 0.06% | 54 |
|
|
2019
Q1 | $2.49M | Buy |
62,072
+7,576
| +14% | +$291K | 0.06% | 53 |
|
|
2018
Q4 | $1.88M | Buy |
54,496
+76
| +0.1% | +$2.85K | 0.05% | 55 |
|
|
2018
Q3 | $2.23M | Buy |
54,420
+1,804
| +3% | +$73.6K | 0.05% | 49 |
|
|
2018
Q2 | $2.07M | Buy |
52,616
+1,920
| +4% | +$75.4K | 0.05% | 50 |
|
|
2018
Q1 | $1.95M | Buy |
50,696
+796
| +2% | +$31.3K | 0.04% | 51 |
|
|
2017
Q4 | $1.93M | Buy |
+49,900
| New | +$1.88M | 0.04% | 51 |
|
Other funds holding VO
Valmark Advisers's VO Position: Q2 2026 in Review
Valmark Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $224K and bringing the position to 147,067 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #83.
Valmark Advisers first reported a position in VO in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.7M in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Valmark Advisers held 147,067 shares of Vanguard Morningstar Mid-Cap ETF worth $11.8M as of Q2 2026.
- Valmark Advisers bought 2,883 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $224K.
- Vanguard Morningstar Mid-Cap ETF made up 0.13% of Valmark Advisers's portfolio in Q2 2026, its #83 holding.
- Valmark Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $12.7M in Q1 2022.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.