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

AlphaCore Capital’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	$16.3M	Sell	202,516 -6,700	-3%	-$519K	0.3%	82
2026 Q1	$15M	Sell	209,216 -25,672	-11%	-$1.91M	0.36%	71
2025 Q4	$17M	Buy	234,888 +14,048	+6%	+$1.02M	0.38%	71
2025 Q3	$16.3M	Buy	220,840 +3,644	+2%	+$262K	0.55%	43
2025 Q2	$15.3M	Buy	217,196 +139,788	+181%	+$9.18M	0.58%	43
2025 Q1	$5M	Buy	+77,408	New	+$5.19M	0.43%	46
2024 Q1	–	Sell	-17,484	Closed	-$1.02M	–	375
2023 Q4	$1.02M	Buy	17,484 +20	+0.1%	+$1.07K	0.15%	101
2023 Q3	$909K	Hold	17,464	–	–	0.14%	100
2023 Q2	$961K	Buy	17,464 +14,204	+436%	+$745K	0.15%	103
2023 Q1	$172K	Hold	3,260	–	–	0.05%	136
2022 Q4	$166K	Hold	3,260	–	–	0.06%	84
2022 Q3	$153K	Buy	3,260 +60	+2%	+$3.14K	0.07%	71
2022 Q2	$158K	Hold	3,200	–	–	0.07%	76
2022 Q1	$190K	Hold	3,200	–	–	0.07%	74
2021 Q4	$204K	Sell	3,200 -6,072	-65%	-$381K	0.09%	54
2021 Q3	$549K	Buy	+9,272	New	+$560K	0.28%	26

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

AlphaCore Capital's VO Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, selling an estimated $519K and leaving 202,516 shares worth $16.3M. The position accounts for 0.3% of the portfolio, ranked #82.

AlphaCore Capital first reported a position in VO in Q3 2021 and has held it in 16 quarters since. The position peaked at $17M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

AlphaCore Capital held 202,516 shares of Vanguard Morningstar Mid-Cap ETF worth $16.3M as of Q2 2026.
AlphaCore Capital sold 6,700 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $519K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of AlphaCore Capital's portfolio in Q2 2026, its #82 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 16 quarters since.
AlphaCore Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $17M in Q4 2025.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.