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

Brookstone 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 		$4.98M Sell
61,775
-2,073
-3% -$161K 0.05% 330
2026
Q1 		$4.58M Buy
63,848
+4,056
+7% +$301K 0.05% 337
2025
Q4 		$4.34M Buy
59,792
+4,744
+9% +$345K 0.05% 334
2025
Q3 		$4.04M Buy
55,048
+3,956
+8% +$284K 0.05% 338
2025
Q2 		$3.57M Sell
51,092
-12,724
-20% -$835K 0.05% 331
2025
Q1 		$4.13M Buy
63,816
+14,348
+29% +$963K 0.06% 296
2024
Q4 		$3.27M Buy
49,468
+7,512
+18% +$510K 0.05% 309
2024
Q3 		$2.77M Sell
41,956
-1,080
-3% -$67.8K 0.04% 336
2024
Q2 		$2.7M Buy
43,036
+4,656
+12% +$283K 0.04% 324
2024
Q1 		$2.4M Buy
38,380
+3,976
+12% +$235K 0.04% 329
2023
Q4 		$2M Buy
34,404
+1,512
+5% +$80.8K 0.04% 326
2023
Q3 		$1.67M Sell
32,892
-1,172
-3% -$64.3K 0.04% 341
2023
Q2 		$1.86M Buy
34,064
+4,384
+15% +$230K 0.04% 326
2023
Q1 		$1.57M Sell
29,680
-47,112
-61% -$2.51M 0.03% 366
2022
Q4 		$3.99M Buy
76,792
+19,080
+33% +$972K 0.08% 199
2022
Q3 		$2.71M Buy
57,712
+23,364
+68% +$1.22M 0.06% 237
2022
Q2 		$1.74M Sell
34,348
-97,036
-74% -$5.24M 0.04% 311
2022
Q1 		$7.65M Buy
131,384
+87,732
+201% +$5.15M 0.15% 139
2021
Q4 		$2.69M Buy
43,652
+20,948
+92% +$1.31M 0.05% 228
2021
Q3 		$1.38M Buy
22,704
+3,360
+17% +$203K 0.02% 324
2021
Q2 		$1.15M Buy
19,344
+3,932
+26% +$228K 0.02% 348
2021
Q1 		$853K Buy
15,412
+952
+7% +$51.7K 0.03% 274
2020
Q4 		$747K Buy
14,460
+472
+3% +$22.9K 0.03% 277
2020
Q3 		$616K Buy
13,988
+1,844
+15% +$80.4K 0.03% 246
2020
Q2 		$498K Buy
12,144
+2,640
+28% +$101K 0.03% 239
2020
Q1 		$313K Buy
9,504
+2,172
+30% +$89.9K 0.02% 261
2019
Q4 		$327K Buy
7,332
+924
+14% +$39.7K 0.02% 321
2019
Q3 		$268K Buy
6,408
+1,460
+30% +$61K 0.01% 356
2019
Q2 		$207K Buy
+4,948
New +$202K 0.01% 413
2017
Q2 		– Sell
-6,620
Closed -$230K – 334
2017
Q1 		$230K Sell
6,620
-1,184
-15% -$40.7K 0.02% 225
2016
Q4 		$257K Sell
7,804
-1,768
-18% -$57.2K 0.03% 203
2016
Q3 		$309K Sell
9,572
-844
-8% -$27.1K 0.03% 188
2016
Q2 		$322K Buy
10,416
+3,676
+55% +$112K 0.04% 193
2016
Q1 		$205K Sell
6,740
-5,844
-46% -$165K 0.03% 223
2015
Q4 		$378K Sell
12,584
-5,196
-29% -$158K 0.07% 99
2015
Q3 		$519K Sell
17,780
-49,668
-74% -$1.55M 0.09% 68
2015
Q2 		$2.15M Buy
67,448
+42,856
+174% +$1.39M 0.27% 85
2015
Q1 		$816K Buy
+24,592
New +$773K 0.12% 93

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Brookstone Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 3.2% in Q2 2026, selling an estimated $161K and leaving 61,775 shares worth $4.98M. The position accounts for 0.05% of the portfolio, ranked #330.

Brookstone Capital Management first reported a position in VO in Q1 2015 and has held it in 38 quarters since. The position peaked at $7.65M in Q1 2022. 782 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Brookstone Capital Management held 61,775 shares of Vanguard Mid-Cap ETF worth $4.98M as of Q2 2026.
  • Brookstone Capital Management sold 2,073 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Mid-Cap ETF made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #330 holding.
  • Brookstone Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 38 quarters since.
  • Brookstone Capital Management's Vanguard Mid-Cap ETF position peaked at $7.65M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.