Capital Advantage’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital Advantage’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	$7.13M	Buy	88,538 +6,142	+7%	+$476K	0.87%	28
2026 Q1	$5.92M	Buy	82,396 +6,020	+8%	+$447K	0.77%	27
2025 Q4	$5.54M	Buy	76,376 +13,456	+21%	+$979K	0.75%	27
2025 Q3	$4.62M	Buy	62,920 +7,720	+14%	+$554K	0.69%	28
2025 Q2	$3.86M	Sell	55,200 -37,564	-40%	-$2.47M	0.61%	30
2025 Q1	$6.13M	Hold	92,764	–	–	1.12%	20
2024 Q4	$6.13M	Buy	92,764 +6,944	+8%	+$471K	1.12%	20
2024 Q3	$5.66M	Buy	85,820 +12,668	+17%	+$795K	1.08%	20
2024 Q2	$4.43M	Buy	73,152 +24,216	+49%	+$1.47M	0.91%	23
2024 Q1	$3M	Buy	+48,936	New	+$2.89M	0.61%	27

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

Capital Advantage's VO Position: Q2 2026 in Review

Capital Advantage increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q2 2026, buying an estimated $476K and bringing the position to 88,538 shares worth $7.13M. The position accounts for 0.87% of the portfolio, ranked #28.

Capital Advantage first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Capital Advantage held 88,538 shares of Vanguard Morningstar Mid-Cap ETF worth $7.13M as of Q2 2026.
Capital Advantage bought 6,142 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $476K.
Vanguard Morningstar Mid-Cap ETF made up 0.87% of Capital Advantage's portfolio in Q2 2026, its #28 holding.
Capital Advantage first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.