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Advance Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advance Capital 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
Q1 		$671K Sell
9,352
-68
-0.7% -$5.05K 0.03% 91
2025
Q4 		$683K Sell
9,420
-2,156
-19% -$157K 0.03% 90
2025
Q3 		$850K Buy
11,576
+332
+3% +$23.8K 0.04% 74
2025
Q2 		$787K Buy
11,244
+244
+2% +$16K 0.04% 74
2025
Q1 		$711K Sell
11,000
-56
-0.5% -$3.76K 0.03% 78
2024
Q4 		$730K Buy
11,056
+108
+1% +$7.33K 0.03% 68
2024
Q3 		$722K Sell
10,948
-96
-0.9% -$6.03K 0.03% 72
2024
Q2 		$668K Sell
11,044
-88
-0.8% -$5.35K 0.03% 68
2024
Q1 		$695K Buy
11,132
+2,180
+24% +$129K 0.05% 63
2023
Q4 		$521K Sell
8,952
-568
-6% -$30.3K 0.04% 65
2023
Q3 		$496K Buy
9,520
+1,744
+22% +$95.6K 0.05% 65
2023
Q2 		$428K Sell
7,776
-168
-2% -$8.81K 0.05% 68
2023
Q1 		$419K Sell
7,944
-60
-0.7% -$3.19K 0.07% 62
2022
Q4 		$408K Sell
8,004
-496
-6% -$25.3K 0.05% 59
2022
Q3 		$399K Hold
8,500
– – 0.05% 53
2022
Q2 		$419K Sell
8,500
-272
-3% -$14.7K 0.05% 51
2022
Q1 		$522K Sell
8,772
-856
-9% -$50.2K 0.06% 45
2021
Q4 		$613K Buy
+9,628
New +$604K 0.13% 37

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advance Capital Management's VO Position: Q1 2026 in Review

Advance Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.72% in Q1 2026, selling an estimated $5.05K and leaving 9,352 shares worth $671K. The position accounts for 0.03% of the portfolio, ranked #91.

Advance Capital Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $850K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Advance Capital Management held 9,352 shares of Vanguard Morningstar Mid-Cap ETF worth $671K as of Q1 2026.
  • Advance Capital Management sold 68 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $5.05K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #91 holding.
  • Advance Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $850K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.