B&D White Capital Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

B&D White Capital Company’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	$1.6M	Sell	19,891 -957	-5%	-$74.2K	0.16%	57
2026 Q1	$1.5M	Buy	20,848 +60	+0.3%	+$4.46K	0.19%	50
2025 Q4	$1.51M	Sell	20,788 -2,132	-9%	-$155K	0.17%	53
2025 Q3	$1.68M	Buy	+22,920	New	+$1.65M	0.22%	52

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

B&D White Capital Company's VO Position: Q2 2026 in Review

B&D White Capital Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q2 2026, selling an estimated $74.2K and leaving 19,891 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #57.

B&D White Capital Company first reported a position in VO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

B&D White Capital Company held 19,891 shares of Vanguard Morningstar Mid-Cap ETF worth $1.6M as of Q2 2026.
B&D White Capital Company sold 957 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $74.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of B&D White Capital Company's portfolio in Q2 2026, its #57 holding.
B&D White Capital Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
B&D White Capital Company's Vanguard Morningstar Mid-Cap ETF position peaked at $1.68M in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.