Bravias Capital Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bravias Capital Group’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	$2.35M	Sell	29,145 -127	-0.4%	-$9.85K	1.39%	13
2026 Q1	$2.1M	Buy	29,272 +1,164	+4%	+$86.5K	1.37%	14
2025 Q4	$2.04M	Buy	28,108 +2,644	+10%	+$192K	1.23%	16
2025 Q3	$1.87M	Buy	25,464 +5,384	+27%	+$387K	1.25%	16
2025 Q2	$1.4M	Buy	20,080 +3,164	+19%	+$208K	1.03%	21
2025 Q1	$1.09M	Buy	16,916 +752	+5%	+$50.5K	0.89%	24
2024 Q4	$1.11M	Buy	+16,164	New	+$1.1M	0.9%	26

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Bravias Capital Group's VO Position: Q2 2026 in Review

Bravias Capital Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.43% in Q2 2026, selling an estimated $9.85K and leaving 29,145 shares worth $2.35M. The position accounts for 1.39% of the portfolio, ranked #13.

Bravias Capital Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bravias Capital Group held 29,145 shares of Vanguard Morningstar Mid-Cap ETF worth $2.35M as of Q2 2026.
Bravias Capital Group sold 127 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.85K.
Vanguard Morningstar Mid-Cap ETF made up 1.39% of Bravias Capital Group's portfolio in Q2 2026, its #13 holding.
Bravias Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.