Wimmer Associates 1’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 | $465K | Buy |
5,774
+50
| +0.9% | +$3.88K | 0.21% | 77 |
|
|
2026
Q1 | $411K | Buy |
5,724
+168
| +3% | +$12.5K | 0.2% | 79 |
|
|
2025
Q4 | $403K | Hold |
5,556
| – | – | 0.19% | 80 |
|
|
2025
Q3 | $408K | Hold |
5,556
| – | – | 0.2% | 78 |
|
|
2025
Q2 | $389K | Sell |
5,556
-400
| -7% | -$26.3K | 0.2% | 81 |
|
|
2025
Q1 | $402K | Sell |
5,956
-232
| -4% | -$15.6K | 0.21% | 81 |
|
|
2024
Q4 | $409K | Hold |
6,188
| – | – | 0.2% | 81 |
|
|
2024
Q3 | $408K | Hold |
6,188
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $375K | Buy |
6,188
+180
| +3% | +$10.9K | 0.19% | 85 |
|
|
2024
Q1 | $375K | Hold |
6,008
| – | – | 0.2% | 87 |
|
|
2023
Q4 | $349K | Buy |
6,008
+180
| +3% | +$9.62K | 0.2% | 84 |
|
|
2023
Q3 | $303K | Sell |
5,828
-40
| -0.7% | -$2.19K | 0.19% | 91 |
|
|
2023
Q2 | $323K | Hold |
5,868
| – | – | 0.19% | 89 |
|
|
2023
Q1 | $304K | Sell |
5,868
-200
| -3% | -$10.6K | 0.19% | 93 |
|
|
2022
Q4 | $309K | Hold |
6,068
| – | – | 0.2% | 90 |
|
|
2022
Q3 | $309K | Hold |
6,068
| – | – | 0.2% | 89 |
|
|
2022
Q2 | $299K | Sell |
6,068
-360
| -6% | -$19.5K | 0.19% | 94 |
|
|
2022
Q1 | $382K | Buy |
6,428
+360
| +6% | +$21.1K | 0.21% | 89 |
|
|
2021
Q4 | $386K | Hold |
6,068
| – | – | 0.21% | 92 |
|
|
2021
Q3 | $359K | Sell |
6,068
-220
| -3% | -$13.3K | 0.21% | 90 |
|
|
2021
Q2 | $373K | Sell |
6,288
-320
| -5% | -$18.5K | 0.22% | 83 |
|
|
2021
Q1 | $366K | Buy |
6,608
+880
| +15% | +$47.8K | 0.2% | 82 |
|
|
2020
Q4 | $296K | Hold |
5,728
| – | – | 0.18% | 92 |
|
|
2020
Q3 | $252K | Sell |
5,728
-480
| -8% | -$20.9K | 0.17% | 93 |
|
|
2020
Q2 | $276K | Sell |
6,208
-1,748
| -22% | -$67K | 0.21% | 89 |
|
|
2020
Q1 | $262K | Sell |
7,956
-980
| -11% | -$40.6K | 0.24% | 86 |
|
|
2019
Q4 | $398K | Sell |
8,936
-300
| -3% | -$12.9K | 0.32% | 68 |
|
|
2019
Q3 | $387K | Hold |
9,236
| – | – | 0.34% | 72 |
|
|
2019
Q2 | $386K | Sell |
9,236
-664
| -7% | -$27.2K | 0.34% | 73 |
|
|
2019
Q1 | $398K | Hold |
9,900
| – | – | 0.35% | 72 |
|
|
2018
Q4 | $342K | Hold |
9,900
| – | – | 0.34% | 74 |
|
|
2018
Q3 | $406K | Sell |
9,900
-332
| -3% | -$13.5K | 0.34% | 72 |
|
|
2018
Q2 | $403K | Sell |
10,232
-4
| -0% | -$157 | 0.36% | 75 |
|
|
2018
Q1 | $395K | Hold |
10,236
| – | – | 0.35% | 78 |
|
|
2017
Q4 | $396K | Sell |
10,236
-660
| -6% | -$24.9K | 0.36% | 76 |
|
|
2017
Q3 | $400K | Sell |
10,896
-240
| -2% | -$8.66K | 0.37% | 77 |
|
|
2017
Q2 | $397K | Sell |
11,136
-960
| -8% | -$33.9K | 0.37% | 76 |
|
|
2017
Q1 | $421K | Buy |
+12,096
| New | +$416K | 0.39% | 73 |
|
Other funds holding VO
Wimmer Associates 1's VO Position: Q2 2026 in Review
Wimmer Associates 1 increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.87% in Q2 2026, buying an estimated $3.88K and bringing the position to 5,774 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #77.
Wimmer Associates 1 first reported a position in VO in Q1 2017 and has held it in 38 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Wimmer Associates 1 held 5,774 shares of Vanguard Morningstar Mid-Cap ETF worth $465K as of Q2 2026.
- Wimmer Associates 1 bought 50 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.88K.
- Vanguard Morningstar Mid-Cap ETF made up 0.21% of Wimmer Associates 1's portfolio in Q2 2026, its #77 holding.
- Wimmer Associates 1 first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.