Cannell & Spears’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cannell & Spears’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	$773K	Buy	9,589 +209	+2%	+$16.2K	0.01%	273
2026 Q1	$673K	Buy	9,380 +1,244	+15%	+$92.4K	0.01%	272
2025 Q4	$590K	Buy	8,136 +60	+0.7%	+$4.37K	0.01%	279
2025 Q3	$593K	Buy	8,076 +188	+2%	+$13.5K	0.01%	274
2025 Q2	$552K	Buy	7,888 +504	+7%	+$33.1K	0.01%	278
2025 Q1	$477K	Buy	7,384 +840	+13%	+$56.4K	0.01%	286
2024 Q4	$432K	Buy	6,544 +220	+3%	+$14.9K	0.01%	299
2024 Q3	$417K	Sell	6,324 -1,008	-14%	-$63.3K	0.01%	315
2024 Q2	$444K	Sell	7,332 -1,044	-12%	-$63.4K	0.01%	275
2024 Q1	$523K	Buy	+8,376	New	+$495K	0.01%	279

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

Cannell & Spears's VO Position: Q2 2026 in Review

Cannell & Spears increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 9,589 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #273.

Cannell & Spears first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cannell & Spears held 9,589 shares of Vanguard Morningstar Mid-Cap ETF worth $773K as of Q2 2026.
Cannell & Spears bought 209 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #273 holding.
Cannell & Spears first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.