Waverly Advisors’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 | $124M | Buy |
1,537,251
+115,563
| +8% | +$8.96M | 0.72% | 26 |
|
|
2026
Q1 | $102M | Buy |
1,421,688
+48,400
| +4% | +$3.6M | 0.76% | 23 |
|
|
2025
Q4 | $99.6M | Buy |
1,373,288
+1,155,200
| +530% | +$84M | 0.81% | 22 |
|
|
2025
Q3 | $16M | Sell |
218,088
-1,632
| -0.7% | -$117K | 0.16% | 124 |
|
|
2025
Q2 | $15.4M | Buy |
219,720
+2,976
| +1% | +$195K | 0.17% | 123 |
|
|
2025
Q1 | $14M | Buy |
216,744
+47,236
| +28% | +$3.17M | 0.17% | 128 |
|
|
2024
Q4 | $11.2M | Buy |
169,508
+28,064
| +20% | +$1.91M | 0.17% | 124 |
|
|
2024
Q3 | $9.33M | Buy |
141,444
+4,424
| +3% | +$278K | 0.17% | 130 |
|
|
2024
Q2 | $8.29M | Buy |
137,020
+21,512
| +19% | +$1.31M | 0.16% | 131 |
|
|
2024
Q1 | $7.22M | Buy |
115,508
+11,052
| +11% | +$653K | 0.17% | 112 |
|
|
2023
Q4 | $6.08M | Buy |
104,456
+236
| +0.2% | +$12.6K | 0.23% | 72 |
|
|
2023
Q3 | $5.43M | Buy |
104,220
+3,740
| +4% | +$205K | 0.24% | 76 |
|
|
2023
Q2 | $5.53M | Buy |
100,480
+17,936
| +22% | +$940K | 0.24% | 73 |
|
|
2023
Q1 | $4.35M | Sell |
82,544
-124
| -0.1% | -$6.6K | 0.23% | 68 |
|
|
2022
Q4 | $4.21M | Buy |
82,668
+1,584
| +2% | +$80.7K | 0.23% | 64 |
|
|
2022
Q3 | $3.81M | Sell |
81,084
-9,016
| -10% | -$471K | 0.27% | 50 |
|
|
2022
Q2 | $4.44M | Sell |
90,100
-76
| -0.1% | -$4.11K | 0.41% | 36 |
|
|
2022
Q1 | $5.36M | Sell |
90,176
-164
| -0.2% | -$9.62K | 0.45% | 30 |
|
|
2021
Q4 | $5.29M | Buy |
90,340
+11,380
| +14% | +$713K | 0.46% | 32 |
|
|
2021
Q3 | $5.07M | Buy |
78,960
+1,024
| +1% | +$61.9K | 0.43% | 31 |
|
|
2021
Q2 | $4.76M | Sell |
77,936
-900
| -1% | -$52.2K | 0.44% | 31 |
|
|
2021
Q1 | $4.53M | Sell |
78,836
-5,944
| -7% | -$323K | 0.45% | 32 |
|
|
2020
Q4 | $4.71M | Sell |
84,780
-1,672
| -2% | -$81K | 0.49% | 31 |
|
|
2020
Q3 | $3.81M | Sell |
86,452
-680
| -0.8% | -$29.6K | 0.51% | 31 |
|
|
2020
Q2 | $3.88M | Sell |
87,132
-1,508
| -2% | -$57.8K | 0.5% | 30 |
|
|
2020
Q1 | $2.92M | Buy |
88,640
+628
| +0.7% | +$26K | 0.49% | 29 |
|
|
2019
Q4 | $4.03M | Sell |
88,012
-5,396
| -6% | -$232K | 0.53% | 32 |
|
|
2019
Q3 | $3.91M | Buy |
93,408
+152
| +0.2% | +$6.35K | 0.56% | 32 |
|
|
2019
Q2 | $3.9M | Buy |
93,256
+1,036
| +1% | +$42.4K | 0.58% | 30 |
|
|
2019
Q1 | $3.71M | Buy |
92,220
+364
| +0.4% | +$14K | 0.57% | 30 |
|
|
2018
Q4 | $3.17M | Sell |
91,856
-42,208
| -31% | -$1.58M | 0.55% | 30 |
|
|
2018
Q3 | $5.5M | Buy |
134,064
+3,048
| +2% | +$124K | 0.81% | 17 |
|
|
2018
Q2 | $5.16M | Buy |
131,016
+588
| +0.5% | +$23.1K | 0.8% | 18 |
|
|
2018
Q1 | $5.03M | Sell |
130,428
-7,536
| -5% | -$297K | 0.81% | 18 |
|
|
2017
Q4 | $5.34M | Buy |
137,964
+1,296
| +0.9% | +$48.9K | 0.76% | 17 |
|
|
2017
Q3 | $5.02M | Sell |
136,668
-5,524
| -4% | -$199K | 1.09% | 13 |
|
|
2017
Q2 | $5.07M | Buy |
142,192
+4,048
| +3% | +$143K | 1.27% | 8 |
|
|
2017
Q1 | $4.81M | Buy |
138,144
+44,580
| +48% | +$1.53M | 1.27% | 8 |
|
|
2016
Q4 | $3.08M | Buy |
93,564
+1,936
| +2% | +$62.7K | 1.14% | 10 |
|
|
2016
Q3 | $2.96M | Buy |
91,628
+10,704
| +13% | +$343K | 1.24% | 7 |
|
|
2016
Q2 | $2.5M | Buy |
80,924
+1,728
| +2% | +$52.8K | 1.13% | 9 |
|
|
2016
Q1 | $2.4M | Sell |
79,196
-7,092
| -8% | -$201K | 1.47% | 10 |
|
|
2015
Q4 | $2.59M | Sell |
86,288
-2,748
| -3% | -$83.8K | 1.13% | 12 |
|
|
2015
Q3 | $2.6M | Sell |
89,036
-15,524
| -15% | -$484K | 1.79% | 5 |
|
|
2015
Q2 | $3.33M | Buy |
104,560
+13,644
| +15% | +$443K | 2.05% | 5 |
|
|
2015
Q1 | $3.02M | Sell |
90,916
-5,540
| -6% | -$174K | 1.53% | 7 |
|
|
2014
Q4 | $2.98M | Buy |
96,456
+5,632
| +6% | +$170K | 1.5% | 7 |
|
|
2014
Q3 | $2.66M | Sell |
90,824
-27,520
| -23% | -$817K | 1.44% | 5 |
|
|
2014
Q2 | $3.51M | Buy |
118,344
+16,324
| +16% | +$466K | 1.46% | 7 |
|
|
2014
Q1 | $2.9M | Buy |
102,020
+2,752
| +3% | +$76.4K | 1.31% | 8 |
|
|
2013
Q4 | $2.73M | Buy |
99,268
+4,364
| +5% | +$116K | 0.96% | 11 |
|
|
2013
Q3 | $2.43M | Sell |
94,904
-308
| -0.3% | -$7.73K | 1.24% | 7 |
|
|
2013
Q2 | $2.27M | Buy |
+95,212
| New | +$2.26M | 1.31% | 8 |
|
Other funds holding VO
Waverly Advisors's VO Position: Q2 2026 in Review
Waverly Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.1% in Q2 2026, buying an estimated $8.96M and bringing the position to 1,537,251 shares worth $124M. The position accounts for 0.72% of the portfolio, ranked #26.
Waverly Advisors first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Waverly Advisors held 1,537,251 shares of Vanguard Morningstar Mid-Cap ETF worth $124M as of Q2 2026.
- Waverly Advisors bought 115,563 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.96M.
- Vanguard Morningstar Mid-Cap ETF made up 0.72% of Waverly Advisors's portfolio in Q2 2026, its #26 holding.
- Waverly Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.