CAP Partners LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

CAP Partners LLC’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 Q3	$4.02M	Sell	51,290 -524	-1%	-$42.6K	1.84%	11
2026 Q2	$4.17M	Sell	51,814 -12,270	-19%	-$951K	2.04%	11
2026 Q1	$4.6M	Buy	64,084 +3,204	+5%	+$238K	2.6%	5
2025 Q4	$4.42M	Buy	60,880 +1,460	+2%	+$106K	2.5%	5
2025 Q3	$4.36M	Buy	59,420 +1,268	+2%	+$91.1K	2.48%	6
2025 Q2	$4.07M	Buy	58,152 +2,092	+4%	+$137K	2.56%	7
2025 Q1	$3.62M	Sell	56,060 -35,108	-39%	-$2.36M	2.63%	8
2024 Q4	$6.02M	Sell	91,168 -680	-0.7%	-$46.2K	4.24%	3
2024 Q3	$6.06M	Buy	91,848 +4,460	+5%	+$280K	4.53%	2
2024 Q2	$5.29M	Buy	87,388 +5,964	+7%	+$362K	4.3%	2
2024 Q1	$5.09M	Buy	81,424 +1,276	+2%	+$75.4K	4.49%	2
2023 Q4	$4.66M	Buy	+80,148	New	+$4.28M	4.61%	2

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CAP Partners LLC's VO Position: Q3 2026 in Review

CAP Partners LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q3 2026, selling an estimated $42.6K and leaving 51,290 shares worth $4.02M. The position accounts for 1.84% of the portfolio, ranked #11.

CAP Partners LLC first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.06M in Q3 2024. 611 funds tracked by Wall St. Rank hold VO as of Q3 2026.

CAP Partners LLC held 51,290 shares of Vanguard Morningstar Mid-Cap ETF worth $4.02M as of Q3 2026.
CAP Partners LLC sold 524 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $42.6K.
Vanguard Morningstar Mid-Cap ETF made up 1.84% of CAP Partners LLC's portfolio in Q3 2026, its #11 holding.
CAP Partners LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
CAP Partners LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $6.06M in Q3 2024.
611 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.