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

Birch 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	$107K	Hold	1,332	–	–	0.05%	67
2026 Q1	$95.6K	Sell	1,332 -232	-15%	-$17.2K	0.05%	64
2025 Q4	$113K	Hold	1,564	–	–	0.06%	61
2025 Q3	$115K	Hold	1,564	–	–	0.06%	64
2025 Q2	$109K	Hold	1,564	–	–	0.06%	67
2025 Q1	$101K	Sell	1,564 -548	-26%	-$36.8K	0.05%	67
2024 Q4	$139K	Sell	2,112 -164	-7%	-$11.1K	0.07%	61
2024 Q3	$150K	Hold	2,276	–	–	0.07%	59
2024 Q2	$138K	Hold	2,276	–	–	0.07%	60
2024 Q1	$142K	Buy	2,276 +1,116	+96%	+$66K	0.07%	61
2023 Q4	$67.5K	Hold	1,160	–	–	0.04%	69
2023 Q3	$60.4K	Hold	1,160	–	–	0.04%	71
2023 Q2	$63.8K	Buy	1,160 +28	+2%	+$1.47K	0.04%	73
2023 Q1	$59.7K	Hold	1,132	–	–	0.04%	75
2022 Q4	$57.7K	Buy	1,132 +352	+45%	+$17.9K	0.04%	77
2022 Q3	$36.7K	Sell	780 -140	-15%	-$7.32K	0.03%	77
2022 Q2	$45.3K	Hold	920	–	–	0.03%	77
2022 Q1	$55K	Hold	920	–	–	0.03%	78
2021 Q4	$59K	Hold	920	–	–	0.04%	77
2021 Q3	$54K	Hold	920	–	–	0.04%	73
2021 Q2	$55K	Hold	920	–	–	0.04%	74
2021 Q1	$51K	Buy	+920	New	+$49.9K	0.04%	73

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

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

Birch Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,332 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #67.

Birch Capital Management first reported a position in VO in Q1 2021 and has held it in 22 quarters since. The position peaked at $150K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Birch Capital Management held 1,332 shares of Vanguard Morningstar Mid-Cap ETF worth $107K as of Q2 2026.
Birch Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Birch Capital Management's portfolio in Q2 2026, its #67 holding.
Birch Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Birch Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $150K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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