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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
Q2 		$777K Buy
9,641
+289
+3% +$22.4K 0.03% 92
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Advance Capital Management's VO Position: Q2 2026 in Review

Advance Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 9,641 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #92.

Advance Capital Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $850K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Advance Capital Management held 9,641 shares of Vanguard Morningstar Mid-Cap ETF worth $777K as of Q2 2026.
  • Advance Capital Management bought 289 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $22.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #92 holding.
  • Advance Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $850K in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.