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

Capital Advisors Inc’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 		$219K Sell
2,717
-131
-5% -$10.2K ﹤0.01% 342
2026
Q1 		$204K Sell
2,848
-96
-3% -$7.13K ﹤0.01% 340
2025
Q4 		$214K Sell
2,944
-108
-4% -$7.86K ﹤0.01% 322
2025
Q3 		$224K Buy
+3,052
New +$219K ﹤0.01% 314
2025
Q2 		– Sell
-3,892
Closed -$252K – 342
2025
Q1 		$252K Sell
3,892
-192
-5% -$12.9K 0.01% 279
2024
Q4 		$270K Sell
4,084
-568
-12% -$38.6K 0.01% 263
2024
Q3 		$307K Buy
4,652
+12
+0.3% +$753 0.01% 246
2024
Q2 		$281K Buy
+4,640
New +$282K 0.01% 257
2024
Q1 		– Sell
-10,488
Closed -$610K – 322
2023
Q4 		$610K Buy
10,488
+24
+0.2% +$1.28K 0.01% 188
2023
Q3 		$545K Sell
10,464
-884
-8% -$48.5K 0.01% 166
2023
Q2 		$625K Buy
11,348
+884
+8% +$46.3K 0.02% 162
2023
Q1 		$552K Sell
10,464
-148
-1% -$7.87K 0.01% 165
2022
Q4 		$541K Sell
10,612
-276
-3% -$14.1K 0.02% 171
2022
Q3 		$508K Buy
10,888
+172
+2% +$8.99K 0.02% 168
2022
Q2 		$528K Buy
10,716
+3,884
+57% +$210K 0.02% 167
2022
Q1 		$406K Buy
+6,832
New +$401K 0.01% 183
2019
Q1 		– Sell
-13,560
Closed -$468K – 180
2018
Q4 		$468K Buy
+13,560
New +$509K 0.03% 134

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

Capital Advisors Inc's VO Position: Q2 2026 in Review

Capital Advisors Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q2 2026, selling an estimated $10.2K and leaving 2,717 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Capital Advisors Inc first reported a position in VO in Q4 2018 and has held it in 17 quarters since. The position peaked at $625K in Q2 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Advisors Inc held 2,717 shares of Vanguard Morningstar Mid-Cap ETF worth $219K as of Q2 2026.
  • Capital Advisors Inc sold 131 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #342 holding.
  • Capital Advisors Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 17 quarters since.
  • Capital Advisors Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $625K in Q2 2023.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.