Verus Financial Partners’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 | $9.04M | Sell |
112,168
-664
| -0.6% | -$51.5K | 0.77% | 19 |
|
|
2026
Q1 | $8.54M | Sell |
112,832
-2,048
| -2% | -$152K | 0.77% | 18 |
|
|
2025
Q4 | $8.61M | Sell |
114,880
-2,492
| -2% | -$181K | 0.79% | 18 |
|
|
2025
Q3 | $8.62M | Sell |
117,372
-2,416
| -2% | -$174K | 0.83% | 17 |
|
|
2025
Q2 | $8.48M | Sell |
119,788
-920
| -0.8% | -$60.4K | 0.86% | 17 |
|
|
2025
Q1 | $7.43M | Sell |
120,708
-2,316
| -2% | -$155K | 0.85% | 16 |
|
|
2024
Q4 | $8.08M | Sell |
123,024
-5,844
| -5% | -$397K | 0.91% | 16 |
|
|
2024
Q3 | $8.46M | Sell |
128,868
-884
| -0.7% | -$55.5K | 0.93% | 17 |
|
|
2024
Q2 | $7.85M | Sell |
129,752
-1,288
| -1% | -$78.3K | 0.91% | 16 |
|
|
2024
Q1 | $8.19M | Sell |
131,040
-36
| -0% | -$2.13K | 0.96% | 17 |
|
|
2023
Q4 | $7.56M | Sell |
131,076
-1,504
| -1% | -$80.4K | 0.94% | 17 |
|
|
2023
Q3 | $6.85M | Sell |
132,580
-2,544
| -2% | -$140K | 0.89% | 17 |
|
|
2023
Q2 | $7.7M | Sell |
135,124
-1,500
| -1% | -$78.6K | 0.97% | 17 |
|
|
2023
Q1 | $6.95M | Sell |
136,624
-1,304
| -0.9% | -$69.4K | 0.95% | 16 |
|
|
2022
Q4 | $7.59M | Sell |
137,928
-4,932
| -3% | -$251K | 1.04% | 14 |
|
|
2022
Q3 | $6.95M | Sell |
142,860
-3,012
| -2% | -$157K | 1.05% | 13 |
|
|
2022
Q2 | $7.62M | Sell |
145,872
-1,824
| -1% | -$98.6K | 1.09% | 13 |
|
|
2022
Q1 | $8.56M | Sell |
147,696
-3,028
| -2% | -$178K | 1.22% | 12 |
|
|
2021
Q4 | $9.6M | Sell |
150,724
-636
| -0.4% | -$39.9K | 1.27% | 12 |
|
|
2021
Q3 | $9.4M | Sell |
151,360
-1,896
| -1% | -$115K | 1.41% | 11 |
|
|
2021
Q2 | $9.01M | Sell |
153,256
-8,400
| -5% | -$487K | 1.38% | 11 |
|
|
2021
Q1 | $9.12M | Sell |
161,656
-7,316
| -4% | -$397K | 1.45% | 11 |
|
|
2020
Q4 | $8.73M | Buy |
168,972
+163,428
| +2,948% | +$7.91M | 1.5% | 10 |
|
|
2020
Q3 | $244K | Sell |
5,544
-160,280
| -97% | -$6.98M | 0.09% | 132 |
|
|
2020
Q2 | $6.79M | Hold |
165,824
| – | – | 1.46% | 10 |
|
|
2020
Q1 | $5.46M | Sell |
165,824
-6,524
| -4% | -$270K | 1.66% | 9 |
|
|
2019
Q4 | $7.68M | Sell |
172,348
-4,796
| -3% | -$206K | 2.32% | 6 |
|
|
2019
Q3 | $7.42M | Sell |
177,144
-5,164
| -3% | -$216K | 2.43% | 6 |
|
|
2019
Q2 | $7.62M | Buy |
182,308
+324
| +0.2% | +$13.3K | 2.56% | 6 |
|
|
2019
Q1 | $7.31M | Sell |
181,984
-720
| -0.4% | -$27.7K | 2.58% | 7 |
|
|
2018
Q4 | $7.5M | Hold |
182,704
| – | – | 2.69% | 6 |
|
|
2018
Q3 | $7.5M | Sell |
182,704
-3,576
| -2% | -$146K | 2.69% | 6 |
|
|
2018
Q2 | $7.34M | Sell |
186,280
-3,524
| -2% | -$138K | 2.77% | 6 |
|
|
2018
Q1 | $7.32M | Sell |
189,804
-11,240
| -6% | -$443K | 2.77% | 6 |
|
|
2017
Q4 | $7.78M | Buy |
201,044
+1,540
| +0.8% | +$58.1K | 2.84% | 6 |
|
|
2017
Q3 | $7.33M | Sell |
199,504
-15,968
| -7% | -$576K | 2.84% | 6 |
|
|
2017
Q2 | $7.68M | Sell |
215,472
-27,180
| -11% | -$960K | 3.1% | 6 |
|
|
2017
Q1 | $8.45M | Sell |
242,652
-55,892
| -19% | -$1.92M | 3.47% | 6 |
|
|
2016
Q4 | $9.82M | Sell |
298,544
-8,228
| -3% | -$266K | 4.27% | 6 |
|
|
2016
Q3 | $9.93M | Sell |
306,772
-10,812
| -3% | -$347K | 4.42% | 6 |
|
|
2016
Q2 | $9.82M | Sell |
317,584
-3,856
| -1% | -$118K | 4.42% | 6 |
|
|
2016
Q1 | $9.74M | Sell |
321,440
-9,108
| -3% | -$258K | 4.49% | 6 |
|
|
2015
Q4 | $9.93M | Buy |
330,548
+5,544
| +2% | +$169K | 4.69% | 6 |
|
|
2015
Q3 | $9.48M | Sell |
325,004
-1,456
| -0.4% | -$45.4K | 5.06% | 5 |
|
|
2015
Q2 | $10.4M | Sell |
326,460
-5,504
| -2% | -$179K | 5.27% | 5 |
|
|
2015
Q1 | $11M | Sell |
331,964
-12,848
| -4% | -$404K | 5.59% | 5 |
|
|
2014
Q4 | $10.7M | Sell |
344,812
-5,296
| -2% | -$160K | 5.71% | 5 |
|
|
2014
Q3 | $10.3M | Sell |
350,108
-5,316
| -1% | -$158K | 5.77% | 5 |
|
|
2014
Q2 | $10.5M | Sell |
355,424
-8,800
| -2% | -$251K | 5.89% | 5 |
|
|
2014
Q1 | $10.3M | Sell |
364,224
-12,644
| -3% | -$351K | 5.73% | 5 |
|
|
2013
Q4 | $10.4M | Sell |
376,868
-5,748
| -2% | -$153K | 5.4% | 5 |
|
|
2013
Q3 | $9.8M | Sell |
382,616
-956
| -0.2% | -$24K | 5.35% | 5 |
|
|
2013
Q2 | $9.12M | Buy |
+383,572
| New | +$9.1M | 5.2% | 5 |
|
Other funds holding VO
JFG
NHC
BTCPP
SWM
MPWT
IPW
CPIG
Verus Financial Partners's VO Position: Q2 2026 in Review
Verus Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.59% in Q2 2026, selling an estimated $51.5K and leaving 112,168 shares worth $9.04M. The position accounts for 0.77% of the portfolio, ranked #19.
Verus Financial Partners first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $11M in Q1 2015. 1,437 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Verus Financial Partners held 112,168 shares of Vanguard Morningstar Mid-Cap ETF worth $9.04M as of Q2 2026.
- Verus Financial Partners sold 664 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $51.5K.
- Vanguard Morningstar Mid-Cap ETF made up 0.77% of Verus Financial Partners's portfolio in Q2 2026, its #19 holding.
- Verus Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Verus Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $11M in Q1 2015.
- 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.