von Borstel & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

von Borstel & Associates’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
2025 Q4	–	Sell	-5,408	Closed	-$393K	–	157
2025 Q3	$393K	Buy	+5,408	New	+$388K	0.06%	103
2025 Q2	–	Sell	-1,640	Closed	-$106K	–	132
2025 Q1	$106K	Buy	+1,640	New	+$110K	0.03%	53

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

von Borstel & Associates's VO Position: Q4 2025 in Review

von Borstel & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 5,408 shares — an estimated $393K sold.

von Borstel & Associates first reported a position in VO in Q1 2025 and held it in 2 quarters. The position peaked at $393K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

von Borstel & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 5,408 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $393K.
von Borstel & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
von Borstel & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $393K in Q3 2025.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.