Waters Parkerson & Co’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 | $515K | Buy |
6,387
+499
| +8% | +$38.7K | 0.03% | 139 |
|
|
2026
Q1 | $423K | Hold |
5,888
| – | – | 0.02% | 149 |
|
|
2025
Q4 | $427K | Hold |
5,888
| – | – | 0.02% | 144 |
|
|
2025
Q3 | $432K | Sell |
5,888
-80
| -1% | -$5.75K | 0.02% | 138 |
|
|
2025
Q2 | $417K | Sell |
5,968
-236
| -4% | -$15.5K | 0.02% | 144 |
|
|
2025
Q1 | $401K | Buy |
6,204
+1,800
| +41% | +$121K | 0.02% | 143 |
|
|
2024
Q4 | $291K | Hold |
4,404
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $290K | Hold |
4,404
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $267K | Buy |
4,404
+188
| +4% | +$11.4K | 0.01% | 155 |
|
|
2024
Q1 | $263K | Hold |
4,216
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $245K | Hold |
4,216
| – | – | 0.01% | 162 |
|
|
2023
Q3 | $219K | Sell |
4,216
-188
| -4% | -$10.3K | 0.01% | 164 |
|
|
2023
Q2 | $242K | Hold |
4,404
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $232K | Hold |
4,404
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $224K | Hold |
4,404
| – | – | 0.01% | 161 |
|
|
2022
Q3 | $207K | Hold |
4,404
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $217K | Hold |
4,404
| – | – | 0.01% | 159 |
|
|
2022
Q1 | $262K | Buy |
4,404
+600
| +16% | +$35.2K | 0.01% | 158 |
|
|
2021
Q4 | $242K | Hold |
3,804
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $225K | Hold |
3,804
| – | – | 0.01% | 166 |
|
|
2021
Q2 | $226K | Hold |
3,804
| – | – | 0.01% | 164 |
|
|
2021
Q1 | $210K | Buy |
+3,804
| New | +$206K | 0.01% | 167 |
|
|
2020
Q1 | – | Sell |
-6,232
| Closed | -$278K | – | 161 |
|
|
2019
Q4 | $278K | Sell |
6,232
-160
| -3% | -$6.87K | 0.02% | 139 |
|
|
2019
Q3 | $268K | Buy |
6,392
+44
| +0.7% | +$1.84K | 0.02% | 137 |
|
|
2019
Q2 | $265K | Buy |
6,348
+72
| +1% | +$2.95K | 0.02% | 142 |
|
|
2019
Q1 | $252K | Sell |
6,276
-216
| -3% | -$8.31K | 0.02% | 143 |
|
|
2018
Q4 | $224K | Hold |
6,492
| – | – | 0.02% | 146 |
|
|
2018
Q3 | $267K | Sell |
6,492
-200
| -3% | -$8.16K | 0.02% | 140 |
|
|
2018
Q2 | $264K | Sell |
6,692
-4,020
| -38% | -$158K | 0.02% | 137 |
|
|
2018
Q1 | $413K | Sell |
10,712
-1,492
| -12% | -$58.7K | 0.04% | 112 |
|
|
2017
Q4 | $472K | Hold |
12,204
| – | – | 0.04% | 108 |
|
|
2017
Q3 | $449K | Sell |
12,204
-1,608
| -12% | -$58K | 0.04% | 111 |
|
|
2017
Q2 | $492K | Sell |
13,812
-3,440
| -20% | -$122K | 0.05% | 108 |
|
|
2017
Q1 | $601K | Sell |
17,252
-1,200
| -7% | -$41.2K | 0.06% | 99 |
|
|
2016
Q4 | $607K | Sell |
18,452
-5,216
| -22% | -$169K | 0.06% | 99 |
|
|
2016
Q3 | $766K | Sell |
23,668
-2,112
| -8% | -$67.8K | 0.08% | 89 |
|
|
2016
Q2 | $797K | Sell |
25,780
-1,296
| -5% | -$39.6K | 0.09% | 83 |
|
|
2016
Q1 | $821K | Sell |
27,076
-724
| -3% | -$20.5K | 0.09% | 82 |
|
|
2015
Q4 | $835K | Buy |
+27,800
| New | +$848K | 0.1% | 81 |
|
Other funds holding VO
JFG
NHC
BTCPP
MT
Waters Parkerson & Co's VO Position: Q2 2026 in Review
Waters Parkerson & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.5% in Q2 2026, buying an estimated $38.7K and bringing the position to 6,387 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #139.
Waters Parkerson & Co first reported a position in VO in Q4 2015 and has held it in 39 quarters since. The position peaked at $835K in Q4 2015. 1,779 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Waters Parkerson & Co held 6,387 shares of Vanguard Morningstar Mid-Cap ETF worth $515K as of Q2 2026.
- Waters Parkerson & Co bought 499 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.7K.
- Vanguard Morningstar Mid-Cap ETF made up 0.03% of Waters Parkerson & Co's portfolio in Q2 2026, its #139 holding.
- Waters Parkerson & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 39 quarters since.
- Waters Parkerson & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $835K in Q4 2015.
- 1,779 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.