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

Basso 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	–	Sell	-3,468	Closed	-$249K	–	205
2026 Q1	$249K	Hold	3,468	–	–	0.15%	53
2025 Q4	$252K	Hold	3,468	–	–	0.15%	51
2025 Q3	$255K	Hold	3,468	–	–	0.17%	44
2025 Q2	$243K	Hold	3,468	–	–	0.18%	40
2025 Q1	$224K	Hold	3,468	–	–	0.19%	42
2024 Q4	$229K	Hold	3,468	–	–	0.2%	40
2024 Q3	$229K	Sell	3,468 -5,032	-59%	-$316K	0.21%	43
2024 Q2	$514K	Hold	8,500	–	–	0.46%	35
2024 Q1	$531K	Hold	8,500	–	–	0.5%	33
2023 Q4	$494K	Hold	8,500	–	–	0.51%	34
2023 Q3	$443K	Hold	8,500	–	–	0.49%	35
2023 Q2	$468K	Hold	8,500	–	–	0.52%	34
2023 Q1	$448K	Hold	8,500	–	–	0.43%	53
2022 Q4	$433K	Buy	+8,500	New	+$433K	0.47%	48

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

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

Basso Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,468 shares — an estimated $249K sold.

Basso Capital Management first reported a position in VO in Q4 2022 and held it in 14 quarters. The position peaked at $531K in Q1 2024. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Basso Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Basso Capital Management sold 3,468 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $249K.
Basso Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
Basso Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $531K in Q1 2024.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.