Versant Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Versant Capital Management’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	$30.3K	Hold	376	–	–	﹤0.01%	1712
2026 Q1	$27K	Hold	376	–	–	﹤0.01%	1644
2025 Q4	$27.3K	Sell	376 -2,564	-87%	-$187K	﹤0.01%	1448
2025 Q3	$216K	Buy	2,940 +2,564	+682%	+$184K	0.03%	443
2025 Q2	$26.3K	Hold	376	–	–	﹤0.01%	1368
2025 Q1	$24.3K	Hold	376	–	–	﹤0.01%	1238
2024 Q4	$24.8K	Hold	376	–	–	0.01%	920
2024 Q3	$24.8K	Hold	376	–	–	0.01%	730
2024 Q2	$22.8K	Hold	376	–	–	0.01%	668
2024 Q1	$23.5K	Buy	+376	New	+$22.2K	0.01%	457

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

Versant Capital Management's VO Position: Q2 2026 in Review

Versant Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 376 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Versant Capital Management first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $216K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Versant Capital Management held 376 shares of Vanguard Morningstar Mid-Cap ETF worth $30.3K as of Q2 2026.
Versant Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1712 holding.
Versant Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Versant Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $216K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.