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

Bay 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	$284K	Sell	3,526 -86	-2%	-$6.67K	0.15%	90
2026 Q1	$259K	Sell	3,612 -112	-3%	-$8.32K	0.16%	94
2025 Q4	$270K	Sell	3,724 -560	-13%	-$40.7K	0.16%	96
2025 Q3	$315K	Sell	4,284 -640	-13%	-$46K	0.2%	84
2025 Q2	$344K	Buy	4,924 +36	+0.7%	+$2.36K	0.26%	80
2025 Q1	$316K	Sell	4,888 -2,184	-31%	-$147K	0.26%	83
2024 Q4	$467K	Buy	+7,072	New	+$480K	0.38%	63

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

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

Bay Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, selling an estimated $6.67K and leaving 3,526 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #90.

Bay Capital Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q4 2024. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bay Capital Advisors held 3,526 shares of Vanguard Morningstar Mid-Cap ETF worth $284K as of Q2 2026.
Bay Capital Advisors sold 86 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.67K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Bay Capital Advisors's portfolio in Q2 2026, its #90 holding.
Bay Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $467K in Q4 2024.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.