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

Atlas 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
Q1 		$1.93M Sell
26,884
-140
-0.5% -$10.4K 0.22% 96
2025
Q4 		$1.96M Buy
+27,024
New +$1.97M 0.22% 97
2025
Q2 		$1.44M Sell
20,552
-4,980
-20% -$327K 0.18% 108
2025
Q1 		$1.65M Hold
25,532
– – 0.21% 95
2024
Q4 		$1.69M Buy
25,532
+36
+0.1% +$2.44K 0.21% 88
2024
Q3 		$1.68M Sell
25,496
-876
-3% -$55K 0.26% 79
2024
Q2 		$1.6M Sell
26,372
-13,692
-34% -$832K 0.21% 90
2024
Q1 		$2.5M Buy
40,064
+16,732
+72% +$989K 0.39% 58
2023
Q4 		$1.36M Sell
23,332
-6,212
-21% -$332K 0.2% 89
2023
Q3 		$1.54M Sell
29,544
-200
-0.7% -$11K 0.25% 73
2023
Q2 		$1.64M Buy
29,744
+3,756
+14% +$197K 0.25% 76
2023
Q1 		$1.37M Sell
25,988
-2,660
-9% -$142K 0.22% 84
2022
Q4 		$1.46M Buy
28,648
+5,648
+25% +$288K 0.25% 81
2022
Q3 		$1.08M Sell
23,000
-16,392
-42% -$857K 0.2% 99
2022
Q2 		$1.94M Buy
39,392
+29,380
+293% +$1.59M 0.33% 64
2022
Q1 		$595K Buy
10,012
+304
+3% +$17.8K 0.09% 192
2021
Q4 		$618K Hold
9,708
– – 0.09% 188
2021
Q3 		$575K Sell
9,708
-508
-5% -$30.7K 0.09% 184
2021
Q2 		$606K Buy
10,216
+1,472
+17% +$85.3K 0.1% 174
2021
Q1 		$484K Buy
8,744
+4
+0% +$217 0.09% 200
2020
Q4 		$452K Buy
8,740
+1,192
+16% +$57.7K 0.1% 195
2020
Q3 		$333K Sell
7,548
-1,060
-12% -$46.2K 0.08% 238
2020
Q2 		$353K Buy
8,608
+436
+5% +$16.7K 0.08% 228
2020
Q1 		$269K Sell
8,172
-2,140
-21% -$88.6K 0.08% 224
2019
Q4 		$459K Buy
10,312
+656
+7% +$28.2K 0.11% 202
2019
Q3 		$405K Buy
9,656
+984
+11% +$41.1K 0.12% 212
2019
Q2 		$362K Sell
8,672
-1,464
-14% -$59.9K 0.12% 207
2019
Q1 		$407K Sell
10,136
-608
-6% -$23.4K 0.15% 176
2018
Q4 		$371K Buy
10,744
+5,000
+87% +$188K 0.15% 178
2018
Q3 		$235K Buy
5,744
+1,340
+30% +$54.7K 0.08% 270
2018
Q2 		$178K Sell
4,404
-1,644
-27% -$64.5K 0.06% 283
2018
Q1 		$233K Buy
+6,048
New +$238K 0.07% 272

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atlas Capital Advisors's VO Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.52% in Q1 2026, selling an estimated $10.4K and leaving 26,884 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #96.

Atlas Capital Advisors first reported a position in VO in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.5M in Q1 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Atlas Capital Advisors held 26,884 shares of Vanguard Morningstar Mid-Cap ETF worth $1.93M as of Q1 2026.
  • Atlas Capital Advisors sold 140 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $10.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Atlas Capital Advisors's portfolio in Q1 2026, its #96 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.5M in Q1 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.