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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cape Investment Advisory's VO Position: Q2 2026 in Review

Cape Investment Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,183 shares worth $659K. The position accounts for 0.18% of the portfolio, ranked #104.

Cape Investment Advisory first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cape Investment Advisory held 8,183 shares of Vanguard Morningstar Mid-Cap ETF worth $659K as of Q2 2026.
  • Cape Investment Advisory bought 187 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Cape Investment Advisory's portfolio in Q2 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 14 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.