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Cape Investment Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cape Investment Advisory’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 		$671K Buy
8,553
+370
+5% +$30.1K 0.17% 104
2026
Q2 		$659K Buy
8,183
+187
+2% +$14.5K 0.18% 104
2026
Q1 		$574K Buy
7,996
+704
+10% +$52.3K 0.19% 106
2025
Q4 		$529K Buy
7,292
+1,192
+20% +$86.7K 0.16% 107
2025
Q3 		$448K Buy
6,100
+436
+8% +$31.3K 0.44% 61
2025
Q2 		$396K Buy
5,664
+20
+0.4% +$1.31K 0.14% 115
2025
Q1 		$365K Buy
5,644
+208
+4% +$14K 0.15% 113
2024
Q4 		$359K Buy
5,436
+1,320
+32% +$89.6K 0.14% 116
2024
Q3 		$271K Buy
4,116
+2,124
+107% +$133K 0.11% 135
2024
Q2 		$121K Sell
1,992
-252
-11% -$15.3K 0.05% 211
2024
Q1 		$140K Buy
2,244
+36
+2% +$2.13K 0.07% 179
2023
Q4 		$128K Sell
2,208
-8
-0.4% -$427 0.06% 190
2023
Q3 		$115K Buy
2,216
+780
+54% +$42.8K 0.07% 192
2023
Q2 		$79K Buy
1,436
+276
+24% +$14.5K 0.04% 227
2023
Q1 		$61.1K Buy
+1,160
New +$61.7K 0.04% 239

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's VO Position: Q3 2026 in Review

Cape Investment Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q3 2026, buying an estimated $30.1K and bringing the position to 8,553 shares worth $671K. The position accounts for 0.17% of the portfolio, ranked #104.

Cape Investment Advisory first reported a position in VO in Q1 2023 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Cape Investment Advisory held 8,553 shares of Vanguard Morningstar Mid-Cap ETF worth $671K as of Q3 2026.
  • Cape Investment Advisory bought 370 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $30.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Cape Investment Advisory's portfolio in Q3 2026, its #104 holding.
  • Cape Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.