Woodmont Investment Counsel’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 | $31.7M | Buy |
393,998
+5,374
| +1% | +$417K | 1.73% | 11 |
|
|
2026
Q1 | $27.9M | Buy |
388,624
+10,484
| +3% | +$779K | 1.72% | 12 |
|
|
2025
Q4 | $27.4M | Buy |
378,140
+15,068
| +4% | +$1.1M | 1.72% | 12 |
|
|
2025
Q3 | $26.7M | Buy |
363,072
+1,392
| +0.4% | +$100K | 1.76% | 12 |
|
|
2025
Q2 | $25.3M | Buy |
361,680
+1,220
| +0.3% | +$80.1K | 1.67% | 11 |
|
|
2025
Q1 | $23.3M | Buy |
360,460
+5,664
| +2% | +$380K | 1.68% | 12 |
|
|
2024
Q4 | $23.4M | Sell |
354,796
-1,424
| -0.4% | -$96.7K | 1.73% | 13 |
|
|
2024
Q3 | $23.5M | Buy |
356,220
+564
| +0.2% | +$35.4K | 1.77% | 13 |
|
|
2024
Q2 | $21.5M | Buy |
355,656
+3,104
| +0.9% | +$189K | 1.76% | 13 |
|
|
2024
Q1 | $22M | Buy |
352,552
+140
| +0% | +$8.27K | 1.86% | 9 |
|
|
2023
Q4 | $20.5M | Sell |
352,412
-77,424
| -18% | -$4.14M | 1.92% | 8 |
|
|
2023
Q3 | $22.4M | Buy |
429,836
+14,660
| +4% | +$804K | 2.37% | 6 |
|
|
2023
Q2 | $22.9M | Sell |
415,176
-7,744
| -2% | -$406K | 2.37% | 6 |
|
|
2023
Q1 | $22.3M | Buy |
422,920
+25,020
| +6% | +$1.33M | 2.37% | 6 |
|
|
2022
Q4 | $20.3M | Buy |
397,900
+23,896
| +6% | +$1.22M | 2.29% | 5 |
|
|
2022
Q3 | $17.6M | Buy |
374,004
+18,052
| +5% | +$943K | 2.2% | 7 |
|
|
2022
Q2 | $17.5M | Buy |
355,952
+5,372
| +2% | +$290K | 2.16% | 7 |
|
|
2022
Q1 | $20.8M | Buy |
350,580
+28,996
| +9% | +$1.7M | 2.41% | 7 |
|
|
2021
Q4 | $20.5M | Buy |
321,584
+74,400
| +30% | +$4.66M | 2.62% | 7 |
|
|
2021
Q3 | $14.6M | Buy |
247,184
+13,508
| +6% | +$816K | 2.13% | 8 |
|
|
2021
Q2 | $13.9M | Buy |
233,676
+11,720
| +5% | +$679K | 2.18% | 8 |
|
|
2021
Q1 | $12.3M | Buy |
221,956
+2,912
| +1% | +$158K | 2.09% | 8 |
|
|
2020
Q4 | $11.3M | Buy |
219,044
+1,348
| +0.6% | +$65.3K | 2.11% | 8 |
|
|
2020
Q3 | $9.59M | Buy |
217,696
+720
| +0.3% | +$31.4K | 2.06% | 9 |
|
|
2020
Q2 | $8.89M | Buy |
216,976
+1,320
| +0.6% | +$50.6K | 2.13% | 8 |
|
|
2020
Q1 | $7.1M | Buy |
215,656
+6,316
| +3% | +$262K | 1.95% | 11 |
|
|
2019
Q4 | $9.32M | Buy |
209,340
+3,772
| +2% | +$162K | 2.11% | 10 |
|
|
2019
Q3 | $8.61M | Sell |
205,568
-432
| -0.2% | -$18.1K | 2.11% | 10 |
|
|
2019
Q2 | $8.61M | Buy |
206,000
+4,380
| +2% | +$179K | 2.13% | 8 |
|
|
2019
Q1 | $8.1M | Buy |
201,620
+4,604
| +2% | +$177K | 2.11% | 7 |
|
|
2018
Q4 | $6.81M | Buy |
197,016
+11,284
| +6% | +$424K | 1.92% | 10 |
|
|
2018
Q3 | $7.62M | Sell |
185,732
-4,376
| -2% | -$179K | 2.08% | 9 |
|
|
2018
Q2 | $7.49M | Buy |
190,108
+5,868
| +3% | +$230K | 2.07% | 9 |
|
|
2018
Q1 | $7.1M | Sell |
184,240
-6,044
| -3% | -$238K | 1.97% | 9 |
|
|
2017
Q4 | $7.36M | Buy |
190,284
+1,596
| +0.8% | +$60.2K | 1.9% | 9 |
|
|
2017
Q3 | $6.93M | Buy |
188,688
+4,300
| +2% | +$155K | 1.89% | 10 |
|
|
2017
Q2 | $6.57M | Sell |
184,388
-5,104
| -3% | -$180K | 1.85% | 12 |
|
|
2017
Q1 | $6.24M | Hold |
189,492
| – | – | 1.81% | 10 |
|
|
2016
Q4 | $6.24M | Buy |
189,492
+200
| +0.1% | +$6.47K | 1.79% | 10 |
|
|
2016
Q3 | $6.13M | Sell |
189,292
-4,560
| -2% | -$146K | 1.76% | 9 |
|
|
2016
Q2 | $5.99M | Sell |
193,852
-1,940
| -1% | -$59.3K | 1.79% | 9 |
|
|
2016
Q1 | $5.93M | Sell |
195,792
-860
| -0.4% | -$24.3K | 1.79% | 9 |
|
|
2015
Q4 | $5.91M | Sell |
196,652
-1,700
| -0.9% | -$51.9K | 1.74% | 8 |
|
|
2015
Q3 | $5.79M | Sell |
198,352
-3,868
| -2% | -$121K | 1.76% | 8 |
|
|
2015
Q2 | $6.44M | Buy |
202,220
+1,880
| +0.9% | +$61K | 1.87% | 8 |
|
|
2015
Q1 | $6.45M | Buy |
200,340
+3,120
| +2% | +$98.1K | 1.99% | 8 |
|
|
2014
Q4 | $6.09M | Sell |
197,220
-1,300
| -0.7% | -$39.2K | 1.87% | 11 |
|
|
2014
Q3 | $5.82M | Sell |
198,520
-5,580
| -3% | -$166K | 1.67% | 12 |
|
|
2014
Q2 | $6.05M | Sell |
204,100
-2,500
| -1% | -$71.4K | 1.71% | 9 |
|
|
2014
Q1 | $5.87M | Sell |
206,600
-240
| -0.1% | -$6.66K | 1.7% | 9 |
|
|
2013
Q4 | $5.69M | Sell |
206,840
-9,100
| -4% | -$242K | 1.71% | 8 |
|
|
2013
Q3 | $5.53M | Sell |
215,940
-4,420
| -2% | -$111K | 2.02% | 6 |
|
|
2013
Q2 | $5.24M | Buy |
+220,360
| New | +$5.23M | 1.75% | 7 |
|
Other funds holding VO
JFG
NHC
BTCPP
MT
CA
SWM
Woodmont Investment Counsel's VO Position: Q2 2026 in Review
Woodmont Investment Counsel increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $417K and bringing the position to 393,998 shares worth $31.7M. The position accounts for 1.73% of the portfolio, ranked #11.
Woodmont Investment Counsel first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 1,619 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Woodmont Investment Counsel held 393,998 shares of Vanguard Morningstar Mid-Cap ETF worth $31.7M as of Q2 2026.
- Woodmont Investment Counsel bought 5,374 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $417K.
- Vanguard Morningstar Mid-Cap ETF made up 1.73% of Woodmont Investment Counsel's portfolio in Q2 2026, its #11 holding.
- Woodmont Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,619 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.