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Vickerman Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vickerman Investment Advisors’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 		$5.37M Sell
66,595
-1,025
-2% -$79.5K 1.04% 22
2026
Q1 		$4.85M Sell
67,620
-740
-1% -$55K 1.02% 25
2025
Q4 		$4.96M Buy
68,360
+3,292
+5% +$239K 0.99% 22
2025
Q3 		$4.78M Buy
65,068
+596
+0.9% +$42.8K 0.97% 25
2025
Q2 		$4.51M Buy
64,472
+3,900
+6% +$256K 0.97% 25
2025
Q1 		$3.92M Buy
60,572
+6,572
+12% +$441K 0.89% 29
2024
Q4 		$3.57M Sell
54,000
-1,348
-2% -$91.5K 0.97% 29
2024
Q3 		$3.65M Buy
55,348
+948
+2% +$59.5K 1.07% 26
2024
Q2 		$3.29M Sell
54,400
-728
-1% -$44.2K 1.06% 30
2024
Q1 		$3.44M Buy
55,128
+436
+0.8% +$25.8K 1.11% 28
2023
Q4 		$3.18M Buy
54,692
+3,084
+6% +$165K 1.08% 30
2023
Q3 		$2.69M Sell
51,608
-488
-0.9% -$26.8K 1.1% 40
2023
Q2 		$2.87M Buy
52,096
+11,700
+29% +$613K 1.12% 36
2023
Q1 		$2.13M Buy
40,396
+23,628
+141% +$1.26M 0.84% 45
2022
Q4 		$854K Buy
+16,768
New +$854K 0.39% 54

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Vickerman Investment Advisors's VO Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $79.5K and leaving 66,595 shares worth $5.37M. The position accounts for 1.04% of the portfolio, ranked #22.

Vickerman Investment Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Vickerman Investment Advisors held 66,595 shares of Vanguard Morningstar Mid-Cap ETF worth $5.37M as of Q2 2026.
  • Vickerman Investment Advisors sold 1,025 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $79.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.04% of Vickerman Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.