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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
Q3 		$4.2M Sell
53,533
-2,442
-4% -$199K 2.74% 10
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% -$100K 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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Anson Capital's VO Position: Q3 2026 in Review

Anson Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q3 2026, selling an estimated $199K and leaving 53,533 shares worth $4.2M. The position accounts for 2.74% of the portfolio, ranked #10.

Anson Capital first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.32M in Q1 2022. 888 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Anson Capital held 53,533 shares of Vanguard Morningstar Mid-Cap ETF worth $4.2M as of Q3 2026.
  • Anson Capital sold 2,442 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $199K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.74% of Anson Capital's portfolio in Q3 2026, its #10 holding.
  • Anson Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Anson Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $6.32M in Q1 2022.
  • 888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.