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

Anfield 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	$76.7K	Hold	1,068	–	–	0.02%	209
2025 Q4	$77.5K	Hold	1,068	–	–	0.02%	147
2025 Q3	$78.4K	Hold	1,068	–	–	0.02%	149
2025 Q2	$74.7K	Buy	1,068 +1,000	+1,471%	+$65.6K	0.02%	137
2025 Q1	$4.4K	Hold	68	–	–	﹤0.01%	341
2024 Q4	$4.49K	Buy	68 +28	+70%	+$1.9K	﹤0.01%	324
2024 Q3	$2.64K	Hold	40	–	–	﹤0.01%	354
2024 Q2	$2.42K	Hold	40	–	–	﹤0.01%	310
2024 Q1	$2.5K	Buy	+40	New	+$2.36K	﹤0.01%	239
2020 Q3	–	Sell	-10,816	Closed	-$471K	–	103
2020 Q2	$471K	Hold	10,816	–	–	0.19%	71
2020 Q1	$356K	Sell	10,816 -7,556	-41%	-$313K	0.21%	82
2019 Q4	$842K	Buy	+18,372	New	+$789K	0.34%	51

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Anfield Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 1,068 shares worth $76.7K. The position accounts for 0.02% of the portfolio, ranked #209.

Anfield Capital Management first reported a position in VO in Q4 2019 and has held it in 12 quarters since. The position peaked at $842K in Q4 2019. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Anfield Capital Management held 1,068 shares of Vanguard Morningstar Mid-Cap ETF worth $76.7K as of Q1 2026.
Anfield Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Anfield Capital Management's portfolio in Q1 2026, its #209 holding.
Anfield Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Anfield Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $842K in Q4 2019.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.