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 Q3	$7.34M	Buy	93,570 +5,032	+6%	+$409K	0.88%	28
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Capital Advantage's VO Position: Q3 2026 in Review

Capital Advantage increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q3 2026, buying an estimated $409K and bringing the position to 93,570 shares worth $7.34M. The position accounts for 0.88% of the portfolio, ranked #28.

Capital Advantage first reported a position in VO in Q1 2024 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Capital Advantage held 93,570 shares of Vanguard Morningstar Mid-Cap ETF worth $7.34M as of Q3 2026.
Capital Advantage bought 5,032 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $409K.
Vanguard Morningstar Mid-Cap ETF made up 0.88% of Capital Advantage's portfolio in Q3 2026, its #28 holding.
Capital Advantage first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.