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

Anson 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 		$4.51M Sell
55,975
-385
-0.7% -$29.8K 2.93% 10
2026
Q1 		$4.05M Buy
56,360
+1,164
+2% +$86.5K 2.77% 11
2025
Q4 		$4M Sell
55,196
-1,372
-2% -$99.8K 2.91% 11
2025
Q3 		$4.15M Buy
56,568
+164
+0.3% +$11.8K 3.12% 10
2025
Q2 		$3.94M Sell
56,404
-372
-0.7% -$24.4K 3.18% 9
2025
Q1 		$3.67M Buy
56,776
+53,596
+1,685% +$3.6M 3.15% 10
2024
Q4 		$207K Buy
+3,180
New +$216K 0.18% 68
2024
Q3 		– Sell
-4,160
Closed -$250K – 72
2024
Q2 		$250K Hold
4,160
– – 0.25% 57
2024
Q1 		$258K Sell
4,160
-680
-14% -$40.2K 0.37% 52
2023
Q4 		$281K Sell
4,840
-7,696
-61% -$411K 0.46% 46
2023
Q3 		$653K Sell
12,536
-120
-0.9% -$6.58K 1.24% 28
2023
Q2 		$697K Sell
12,656
-50,248
-80% -$2.63M 1.29% 28
2023
Q1 		$3.32M Sell
62,904
-50,404
-44% -$2.68M 5.37% 4
2022
Q4 		$5.77M Buy
113,308
+19,116
+20% +$974K 7.63% 1
2022
Q3 		$4.43M Sell
94,192
-14,548
-13% -$760K 5.95% 2
2022
Q2 		$5.36M Buy
108,740
+2,496
+2% +$135K 5.68% 4
2022
Q1 		$6.32M Buy
106,244
+9,228
+10% +$541K 5.97% 3
2021
Q4 		$5.74M Buy
+97,016
New +$6.08M 5.67% 5

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

Anson Capital's VO Position: Q2 2026 in Review

Anson Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.68% in Q2 2026, selling an estimated $29.8K and leaving 55,975 shares worth $4.51M. The position accounts for 2.93% of the portfolio, ranked #10.

Anson Capital first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.32M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Anson Capital held 55,975 shares of Vanguard Morningstar Mid-Cap ETF worth $4.51M as of Q2 2026.
  • Anson Capital sold 385 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.93% of Anson Capital's portfolio in Q2 2026, its #10 holding.
  • Anson Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Anson Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $6.32M in Q1 2022.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.