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

Beacon Capital Management LLC (Tennessee)’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 		$738K Buy
9,159
+7
+0.1% +$543 0.11% 74
2026
Q1 		$657K Sell
9,152
-656
-7% -$48.7K 0.12% 71
2025
Q4 		$712K Buy
9,808
+3,024
+45% +$220K 0.11% 57
2025
Q3 		$498K Buy
6,784
+3,652
+117% +$262K 0.07% 72
2025
Q2 		$219K Buy
3,132
+8
+0.3% +$525 0.03% 119
2025
Q1 		$202K Sell
3,124
-1,152
-27% -$77.3K 0.03% 122
2024
Q4 		$282K Buy
4,276
+456
+12% +$31K 0.04% 99
2024
Q3 		$252K Buy
3,820
+876
+30% +$55K 0.04% 104
2024
Q2 		$178K Buy
2,944
+56
+2% +$3.4K 0.03% 110
2024
Q1 		$180K Sell
2,888
-436
-13% -$25.8K 0.04% 113
2023
Q4 		$173K Sell
3,324
-1,816
-35% -$97K 0.05% 99
2023
Q3 		$283K Hold
5,140
– – 0.08% 69
2023
Q2 		$283K Buy
5,140
+888
+21% +$46.6K 0.08% 69
2023
Q1 		$224K Sell
4,252
-344
-7% -$18.3K 0.07% 80
2022
Q4 		$234K Buy
4,596
+508
+12% +$25.9K 0.08% 73
2022
Q3 		$202K Sell
4,088
-88
-2% -$4.6K 0.07% 81
2022
Q2 		$249K Hold
4,176
– – 0.06% 79
2022
Q1 		$249K Buy
+4,176
New +$245K 0.06% 79

Other funds holding VO

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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

Beacon Capital Management LLC (Tennessee)'s VO Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, buying an estimated $543 and bringing the position to 9,159 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #74.

Beacon Capital Management LLC (Tennessee) first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 9,159 shares of Vanguard Morningstar Mid-Cap ETF worth $738K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #74 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.