WP 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 | $5.42M | Sell |
67,229
-151
| -0.2% | -$11.7K | 1.31% | 20 |
|
|
2026
Q1 | $4.84M | Sell |
67,380
-364
| -0.5% | -$27K | 1.25% | 20 |
|
|
2025
Q4 | $4.92M | Sell |
67,744
-3,320
| -5% | -$242K | 1.22% | 21 |
|
|
2025
Q3 | $5.22M | Sell |
71,064
-1,264
| -2% | -$90.8K | 1.33% | 21 |
|
|
2025
Q2 | $5.06M | Buy |
72,328
+3,764
| +5% | +$247K | 1.39% | 20 |
|
|
2025
Q1 | $4.43M | Buy |
68,564
+1,184
| +2% | +$79.5K | 1.48% | 19 |
|
|
2024
Q4 | $4.45M | Buy |
67,380
+4,656
| +7% | +$316K | 1.48% | 17 |
|
|
2024
Q3 | $4.14M | Sell |
62,724
-8,372
| -12% | -$526K | 1.51% | 17 |
|
|
2024
Q2 | $4.3M | Sell |
71,096
-624
| -0.9% | -$37.9K | 1.37% | 20 |
|
|
2024
Q1 | $4.48M | Buy |
71,720
+8,448
| +13% | +$499K | 1.47% | 19 |
|
|
2023
Q4 | $3.68M | Buy |
63,272
+17,904
| +39% | +$957K | 1.36% | 16 |
|
|
2023
Q3 | $2.36M | Buy |
45,368
+604
| +1% | +$33.1K | 0.98% | 23 |
|
|
2023
Q2 | $2.46M | Buy |
44,764
+3,260
| +8% | +$171K | 0.99% | 21 |
|
|
2023
Q1 | $2.19M | Buy |
41,504
+30,264
| +269% | +$1.61M | 0.9% | 27 |
|
|
2022
Q4 | $573K | Buy |
11,240
+852
| +8% | +$43.4K | 0.26% | 62 |
|
|
2022
Q3 | $488K | Buy |
10,388
+776
| +8% | +$40.6K | 0.22% | 68 |
|
|
2022
Q2 | $473K | Buy |
9,612
+2,956
| +44% | +$160K | 0.21% | 71 |
|
|
2022
Q1 | $396K | Hold |
6,656
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $424K | Hold |
6,656
| – | – | 0.18% | 80 |
|
|
2021
Q3 | $394K | Buy |
6,656
+80
| +1% | +$4.83K | 0.16% | 81 |
|
|
2021
Q2 | $390K | Buy |
+6,576
| New | +$381K | 0.16% | 79 |
|
|
2021
Q1 | – | Sell |
-5,828
| Closed | -$301K | – | 102 |
|
|
2020
Q4 | $301K | Buy |
5,828
+48
| +0.8% | +$2.32K | 0.15% | 75 |
|
|
2020
Q3 | $255K | Sell |
5,780
-196
| -3% | -$8.54K | 0.15% | 70 |
|
|
2020
Q2 | $245K | Buy |
+5,976
| New | +$229K | 0.17% | 61 |
|
|
2020
Q1 | – | Sell |
-5,944
| Closed | -$265K | – | 63 |
|
|
2019
Q4 | $265K | Buy |
+5,944
| New | +$255K | 0.27% | 50 |
|
|
2019
Q2 | – | Sell |
-1,156
| Closed | -$46.5K | – | 159 |
|
|
2019
Q1 | $46.5K | Sell |
1,156
-114,208
| -99% | -$4.39M | 0.05% | 120 |
|
|
2018
Q4 | $3.98M | Buy |
115,364
+111,364
| +2,784% | +$4.18M | 3.93% | 8 |
|
|
2018
Q3 | $164K | Buy |
4,000
+852
| +27% | +$34.8K | 0.15% | 70 |
|
|
2018
Q2 | $124K | Buy |
+3,148
| New | +$124K | 0.12% | 77 |
|
Other funds holding VO
WP Advisors's VO Position: Q2 2026 in Review
WP Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q2 2026, selling an estimated $11.7K and leaving 67,229 shares worth $5.42M. The position accounts for 1.31% of the portfolio, ranked #20.
WP Advisors first reported a position in VO in Q2 2018 and has held it in 29 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- WP Advisors held 67,229 shares of Vanguard Morningstar Mid-Cap ETF worth $5.42M as of Q2 2026.
- WP Advisors sold 151 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.7K.
- Vanguard Morningstar Mid-Cap ETF made up 1.31% of WP Advisors's portfolio in Q2 2026, its #20 holding.
- WP Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 29 quarters since.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.