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

Yoffe 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	$1.72M	Sell	21,378 -2	-0%	-$155	1.97%	9
2026 Q1	$1.53M	Hold	21,380	–	–	1.97%	10
2025 Q4	$1.55M	Hold	21,380	–	–	1.98%	8
2025 Q3	$1.57M	Hold	21,380	–	–	2.04%	9
2025 Q2	$1.5M	Buy	21,380 +4	+0%	+$263	2.05%	9
2025 Q1	$1.38M	Sell	21,376 -4	-0%	-$268	2.03%	8
2024 Q4	$1.41M	Buy	+21,380	New	+$1.45M	2.1%	9

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

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

Yoffe Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $155 and leaving 21,378 shares worth $1.72M. The position accounts for 1.97% of the portfolio, ranked #9.

Yoffe Investment Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Yoffe Investment Management held 21,378 shares of Vanguard Morningstar Mid-Cap ETF worth $1.72M as of Q2 2026.
Yoffe Investment Management sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 1.97% of Yoffe Investment Management's portfolio in Q2 2026, its #9 holding.
Yoffe Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.