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

Broadwater Capital’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 		$93.5K Hold
1,160
– – 0.07% 89
2026
Q1 		$84.2K Hold
1,160
– – 0.06% 90
2025
Q4 		$84.2K Hold
1,160
– – 0.06% 90
2025
Q3 		$85.2K Sell
1,160
-323,444
-100% -$23.2M 0.06% 98
2025
Q2 		$81.2M Buy
324,604
+322,944
+19,454% +$21.2M 0.06% 96
2025
Q1 		$107K Hold
1,660
– – 0.08% 91
2024
Q4 		$110K Hold
1,660
– – 0.08% 91
2024
Q3 		$109K Hold
1,660
– – 0.08% 94
2024
Q2 		$100K Hold
1,660
– – 0.08% 93
2024
Q1 		$104K Hold
1,660
– – 0.08% 95
2023
Q4 		$96.5K Buy
+1,660
New +$88.7K 0.08% 97

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Broadwater Capital's VO Position: Q2 2026 in Review

Broadwater Capital held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,160 shares worth $93.5K. The position accounts for 0.07% of the portfolio, ranked #89.

Broadwater Capital first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.2M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Broadwater Capital held 1,160 shares of Vanguard Morningstar Mid-Cap ETF worth $93.5K as of Q2 2026.
  • Broadwater Capital left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Broadwater Capital's portfolio in Q2 2026, its #89 holding.
  • Broadwater Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $81.2M in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.