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 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

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

CAP Partners LLC's VO Position: Q2 2026 in Review

CAP Partners LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $951K and leaving 51,814 shares worth $4.17M. The position accounts for 2.04% of the portfolio, ranked #11.

CAP Partners LLC first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.06M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CAP Partners LLC held 51,814 shares of Vanguard Morningstar Mid-Cap ETF worth $4.17M as of Q2 2026.
CAP Partners LLC sold 12,270 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $951K.
Vanguard Morningstar Mid-Cap ETF made up 2.04% of CAP Partners LLC's portfolio in Q2 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 11 quarters since.
CAP Partners LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $6.06M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.