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

Aspire 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
Q2 		$17.1M Sell
212,442
-28,050
-12% -$2.17M 3.33% 9
2026
Q1 		$17.3M Buy
240,492
+93,428
+64% +$6.94M 3.89% 6
2025
Q4 		$10.7M Buy
147,064
+2,812
+2% +$205K 2.51% 12
2025
Q3 		$10.6M Buy
144,252
+18,280
+15% +$1.31M 2.61% 11
2025
Q2 		$8.81M Sell
125,972
-22,640
-15% -$1.49M 2.43% 13
2025
Q1 		$9.61M Sell
148,612
-9,276
-6% -$623K 2.87% 11
2024
Q4 		$10.4M Sell
157,888
-864
-0.5% -$58.7K 2.98% 10
2024
Q3 		$10.5M Buy
158,752
+3,516
+2% +$221K 3.12% 11
2024
Q2 		$9.4M Buy
155,236
+20,972
+16% +$1.27M 3.07% 11
2024
Q1 		$8.39M Sell
134,264
-19,984
-13% -$1.18M 2.82% 11
2023
Q4 		$8.97M Sell
154,248
-6,052
-4% -$323K 3.64% 9
2023
Q3 		$8.35M Buy
160,300
+17,928
+13% +$983K 3.8% 9
2023
Q2 		$7.84M Sell
142,372
-1,212
-0.8% -$63.5K 3.81% 9
2023
Q1 		$7.57M Buy
143,584
+5,112
+4% +$272K 3.97% 8
2022
Q4 		$7.06M Buy
138,472
+51,756
+60% +$2.64M 4.02% 9
2022
Q3 		$4.08M Sell
86,716
-688
-0.8% -$36K 3.23% 12
2022
Q2 		$4.3M Buy
+87,404
New +$4.72M 3.26% 12

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

Aspire Capital Advisors's VO Position: Q2 2026 in Review

Aspire Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $2.17M and leaving 212,442 shares worth $17.1M. The position accounts for 3.33% of the portfolio, ranked #9.

Aspire Capital Advisors first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.3M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Aspire Capital Advisors held 212,442 shares of Vanguard Morningstar Mid-Cap ETF worth $17.1M as of Q2 2026.
  • Aspire Capital Advisors sold 28,050 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.17M.
  • Vanguard Morningstar Mid-Cap ETF made up 3.33% of Aspire Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Aspire Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Aspire Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $17.3M in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.