Westside Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Westside Investment Management’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	$514K	Buy	6,374 +390	+7%	+$30.2K	0.07%	200
2026 Q1	$430K	Buy	5,984 +520	+10%	+$38.6K	0.07%	204
2025 Q4	$397K	Hold	5,464	–	–	0.06%	200
2025 Q3	$401K	Hold	5,464	–	–	0.06%	205
2025 Q2	$383K	Buy	5,464 +100	+2%	+$6.56K	0.07%	192
2025 Q1	$347K	Buy	5,364 +440	+9%	+$29.5K	0.07%	187
2024 Q4	$325K	Buy	4,924 +160	+3%	+$10.9K	0.07%	181
2024 Q3	$311K	Hold	4,764	–	–	0.07%	185
2024 Q2	$288K	Buy	4,764 +728	+18%	+$44.2K	0.07%	189
2024 Q1	$252K	Buy	4,036 +200	+5%	+$11.8K	0.06%	204
2023 Q4	$223K	Buy	3,836 +92	+2%	+$4.92K	0.06%	198
2023 Q3	$195K	Buy	3,744 +200	+6%	+$11K	0.06%	203
2023 Q2	$195K	Buy	3,544 +140	+4%	+$7.34K	0.06%	208
2023 Q1	$179K	Buy	3,404 +200	+6%	+$10.6K	0.05%	219
2022 Q4	$163	Buy	3,204 +1,760	+122%	+$89.6K	﹤0.01%	333
2022 Q3	$67	Hold	1,444	–	–	﹤0.01%	391
2022 Q2	$71	Sell	1,444 -104	-7%	-$5.62K	﹤0.01%	383
2022 Q1	$92	Buy	1,548 +396	+34%	+$23.2K	﹤0.01%	370
2021 Q4	$73	Buy	1,152 +268	+30%	+$16.8K	﹤0.01%	374
2021 Q3	$52	Hold	884	–	–	﹤0.01%	389
2021 Q2	$52	Hold	884	–	–	﹤0.01%	383
2021 Q1	$48	Hold	884	–	–	﹤0.01%	376
2020 Q4	$45	Hold	884	–	–	﹤0.01%	351
2020 Q3	$38	Hold	884	–	–	﹤0.01%	369
2020 Q2	$36	Buy	884 +164	+23%	+$6.28K	﹤0.01%	357
2020 Q1	$23	Buy	+720	New	+$29.8K	﹤0.01%	384
2019 Q2	$38	Buy	+924	New	+$37.8K	﹤0.01%	348
2018 Q4	$122K	Buy	3,524 +1,200	+52%	+$45.1K	0.04%	196
2018 Q3	$69.2K	Buy	2,324 +800	+52%	+$32.6K	0.02%	236
2018 Q2	$60.1K	Hold	1,524	–	–	0.02%	278
2018 Q1	$57.4K	Buy	1,524 +600	+65%	+$23.6K	0.03%	272
2017 Q4	$36.6K	Buy	924 +652	+240%	+$24.6K	0.02%	315
2017 Q3	$10.1K	Buy	+272	New	+$9.81K	0.01%	540

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Westside Investment Management's VO Position: Q2 2026 in Review

Westside Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, buying an estimated $30.2K and bringing the position to 6,374 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #200.

Westside Investment Management first reported a position in VO in Q3 2017 and has held it in 33 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Westside Investment Management held 6,374 shares of Vanguard Morningstar Mid-Cap ETF worth $514K as of Q2 2026.
Westside Investment Management bought 390 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $30.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #200 holding.
Westside Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 33 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.