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CAP Partners LLC’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAP Partners LLC's VO Position: Q1 2026 in Review

CAP Partners LLC increased its Vanguard Mid-Cap ETF (VO) stake by 5.3% in Q1 2026, buying an estimated $238K and bringing the position to 64,084 shares worth $4.6M. The position accounts for 2.6% of the portfolio, ranked #5.

CAP Partners LLC first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.06M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • CAP Partners LLC held 64,084 shares of Vanguard Mid-Cap ETF worth $4.6M as of Q1 2026.
  • CAP Partners LLC bought 3,204 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $238K.
  • Vanguard Mid-Cap ETF made up 2.6% of CAP Partners LLC's portfolio in Q1 2026, its #5 holding.
  • CAP Partners LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • CAP Partners LLC's Vanguard Mid-Cap ETF position peaked at $6.06M in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.