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

Caldwell Sutter 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 		$407K Sell
5,051
-137
-3% -$10.6K 0.15% 149
2026
Q1 		$373K Sell
5,188
-232
-4% -$17.2K 0.15% 145
2025
Q4 		$393K Sell
5,420
-28
-0.5% -$2.04K 0.17% 136
2025
Q3 		$400K Sell
5,448
-92
-2% -$6.61K 0.17% 137
2025
Q2 		$387K Buy
5,540
+40
+0.7% +$2.63K 0.18% 132
2025
Q1 		$355K Buy
5,500
+12
+0.2% +$805 0.17% 135
2024
Q4 		$362K Sell
5,488
-20
-0.4% -$1.36K 0.17% 132
2024
Q3 		$363K Buy
5,508
+16
+0.3% +$1K 0.17% 136
2024
Q2 		$333K Sell
5,492
-40
-0.7% -$2.43K 0.16% 141
2024
Q1 		$346K Buy
5,532
+304
+6% +$18K 0.17% 137
2023
Q4 		$304K Buy
5,228
+360
+7% +$19.2K 0.15% 136
2023
Q3 		$254K Buy
4,868
+312
+7% +$17.1K 0.14% 150
2023
Q2 		$251K Buy
4,556
+3,224
+242% +$169K 0.13% 154
2023
Q1 		$70.2K Buy
1,332
+1,212
+1,010% +$64.5K 0.05% 217
2022
Q4 		$6.11K Buy
+120
New +$6.11K 0.01% 275

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
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

Caldwell Sutter Capital's VO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, selling an estimated $10.6K and leaving 5,051 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #149.

Caldwell Sutter Capital first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Caldwell Sutter Capital held 5,051 shares of Vanguard Morningstar Mid-Cap ETF worth $407K as of Q2 2026.
  • Caldwell Sutter Capital sold 137 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Caldwell Sutter Capital's portfolio in Q2 2026, its #149 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.