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

BCM 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 		$4.33M Sell
53,733
-152,399
-74% -$11.8M 0.84% 21
2026
Q1 		$3.97M Buy
206,132
+156,772
+318% +$11.6M 0.78% 21
2025
Q4 		$3.69M Buy
49,360
+5,096
+12% +$371K 0.71% 23
2025
Q3 		$3.25M Buy
44,264
+1,676
+4% +$120K 0.65% 25
2025
Q2 		$3.06M Buy
42,588
+2,344
+6% +$154K 0.65% 27
2025
Q1 		$2.62M Buy
40,244
+2,824
+8% +$190K 0.6% 29
2024
Q4 		$2.59M Buy
37,420
+824
+2% +$55.9K 0.58% 30
2024
Q3 		$2.4M Buy
36,596
+2,796
+8% +$176K 0.55% 29
2024
Q2 		$2.1M Buy
33,800
+4,128
+14% +$251K 0.5% 31
2024
Q1 		$1.78M Buy
29,672
+11,284
+61% +$667K 0.45% 34
2023
Q4 		$1.07M Buy
18,388
+3,324
+22% +$178K 0.28% 43
2023
Q3 		$776K Buy
15,064
+1,220
+9% +$66.9K 0.23% 46
2023
Q2 		$784K Sell
13,844
-328
-2% -$17.2K 0.21% 47
2023
Q1 		$741K Buy
14,172
+396
+3% +$21.1K 0.2% 48
2022
Q4 		$729K Buy
13,776
+104
+0.8% +$5.3K 0.2% 46
2022
Q3 		$700K Buy
13,672
+520
+4% +$27.2K 0.21% 48
2022
Q2 		$681K Buy
13,152
+2,588
+24% +$140K 0.19% 45
2022
Q1 		$601K Buy
10,564
+12
+0.1% +$704 0.16% 41
2021
Q4 		$619K Buy
10,552
+3,996
+61% +$250K 0.16% 43
2021
Q3 		$407K Buy
6,556
+740
+13% +$44.7K 0.11% 46
2021
Q2 		$334K Buy
+5,816
New +$337K 0.09% 46

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

BCM Advisors's VO Position: Q2 2026 in Review

BCM Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 74% in Q2 2026, selling an estimated $11.8M and leaving 53,733 shares worth $4.33M. The position accounts for 0.84% of the portfolio, ranked #21.

BCM Advisors first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BCM Advisors held 53,733 shares of Vanguard Morningstar Mid-Cap ETF worth $4.33M as of Q2 2026.
  • BCM Advisors sold 152,399 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.84% of BCM Advisors's portfolio in Q2 2026, its #21 holding.
  • BCM Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.