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

Aptus Capital Advisors’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 		$5.5M Sell
70,084
-3,052
-4% -$248K 0.03% 366
2026
Q2 		$5.89M Buy
73,136
+7,596
+12% +$589K 0.04% 331
2026
Q1 		$4.71M Buy
65,540
+3,988
+6% +$296K 0.04% 349
2025
Q4 		$4.47M Buy
61,552
+1,412
+2% +$103K 0.03% 334
2025
Q3 		$4.42M Buy
60,140
+164
+0.3% +$11.8K 0.03% 335
2025
Q2 		$4.2M Buy
59,976
+1,808
+3% +$119K 0.03% 316
2025
Q1 		$3.76M Buy
58,168
+4,408
+8% +$296K 0.04% 318
2024
Q4 		$3.55M Buy
53,760
+15,856
+42% +$1.08M 0.04% 317
2024
Q3 		$2.5M Buy
37,904
+128
+0.3% +$8.04K 0.04% 293
2024
Q2 		$2.29M Sell
37,776
-1,208
-3% -$73.4K 0.04% 277
2024
Q1 		$2.44M Buy
38,984
+21,096
+118% +$1.25M 0.05% 277
2023
Q4 		$1.04M Sell
17,888
-19,556
-52% -$1.04M 0.03% 282
2023
Q3 		$1.95M Buy
37,444
+7,748
+26% +$425K 0.05% 231
2023
Q2 		$1.63M Buy
29,696
+1,416
+5% +$74.2K 0.04% 238
2023
Q1 		$1.49M Buy
28,280
+17,688
+167% +$941K 0.04% 235
2022
Q4 		$540K Buy
10,592
+280
+3% +$14.3K 0.02% 340
2022
Q3 		$485K Buy
10,312
+4,604
+81% +$241K 0.01% 331
2022
Q2 		$281K Sell
5,708
-5,892
-51% -$318K 0.01% 335
2022
Q1 		$690K Buy
11,600
+908
+8% +$53.3K 0.02% 275
2021
Q4 		$681K Buy
10,692
+5,400
+102% +$339K 0.02% 268
2021
Q3 		$313K Sell
5,292
-180
-3% -$10.9K 0.01% 313
2021
Q2 		$325K Hold
5,472
– – 0.01% 307
2021
Q1 		$303K Sell
5,472
-964
-15% -$52.3K 0.01% 299
2020
Q4 		$332K Sell
6,436
-27,192
-81% -$1.32M 0.02% 263
2020
Q3 		$1.48M Buy
33,628
+1,776
+6% +$77.4K 0.08% 125
2020
Q2 		$1.3M Buy
31,852
+480
+2% +$18.4K 0.08% 119
2020
Q1 		$1.03M Buy
31,372
+9,800
+45% +$406K 0.09% 124
2019
Q4 		$960K Sell
21,572
-1,312
-6% -$56.3K 0.07% 174
2019
Q3 		$958K Sell
22,884
-776
-3% -$32.4K 0.05% 193
2019
Q2 		$988K Buy
+23,660
New +$968K 0.14% 126

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Aptus Capital Advisors's VO Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q3 2026, selling an estimated $248K and leaving 70,084 shares worth $5.5M. The position accounts for 0.03% of the portfolio, ranked #366.

Aptus Capital Advisors first reported a position in VO in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.89M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Aptus Capital Advisors held 70,084 shares of Vanguard Morningstar Mid-Cap ETF worth $5.5M as of Q3 2026.
  • Aptus Capital Advisors sold 3,052 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $248K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q3 2026, its #366 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $5.89M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.