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Beacon Capital Management Inc (Ohio)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2025
Q4 		– Sell
-164
Closed -$12K – 154
2025
Q3 		$12K Sell
164
-212
-56% -$15.2K ﹤0.01% 96
2025
Q2 		$26.3K Buy
+376
New +$24.7K ﹤0.01% 66

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Beacon Capital Management Inc (Ohio)'s VO Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 164 shares — an estimated $12K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VO in Q2 2025 and held it in 2 quarters. The position peaked at $26.3K in Q2 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 164 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $12K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Morningstar Mid-Cap ETF position peaked at $26.3K in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.