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

Ardent 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 Q2	$1.09M	Sell	13,480 -1,240	-8%	-$96.1K	0.45%	19
2026 Q1	$1.06M	Hold	14,720	–	–	0.45%	22
2025 Q4	$1.07M	Hold	14,720	–	–	0.42%	23
2025 Q3	$1.08M	Hold	14,720	–	–	0.46%	24
2025 Q2	$1.03M	Hold	14,720	–	–	0.49%	21
2025 Q1	$952K	Hold	14,720	–	–	0.41%	22
2024 Q4	$972K	Hold	14,720	–	–	0.44%	21
2024 Q3	$971K	Hold	14,720	–	–	0.44%	24
2024 Q2	$891K	Hold	14,720	–	–	0.44%	24
2024 Q1	$919K	Hold	14,720	–	–	0.46%	25
2023 Q4	$856K	Hold	14,720	–	–	0.45%	25
2023 Q3	$766K	Buy	+14,720	New	+$807K	0.43%	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

Ardent Capital Management's VO Position: Q2 2026 in Review

Ardent Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, selling an estimated $96.1K and leaving 13,480 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #19.

Ardent Capital Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ardent Capital Management held 13,480 shares of Vanguard Morningstar Mid-Cap ETF worth $1.09M as of Q2 2026.
Ardent Capital Management sold 1,240 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $96.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Ardent Capital Management's portfolio in Q2 2026, its #19 holding.
Ardent Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.