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

Capital Advisors Wealth Management’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	$3.43M	Sell	42,617 -903	-2%	-$70K	0.4%	51
2026 Q1	$3.12M	Sell	43,520 -24	-0.1%	-$1.78K	0.42%	52
2025 Q4	$3.16M	Sell	43,544 -332	-0.8%	-$24.2K	0.43%	50
2025 Q3	$3.22M	Buy	43,876 +5,796	+15%	+$416K	0.46%	48
2025 Q2	$2.66M	Buy	38,080 +788	+2%	+$51.7K	0.42%	51
2025 Q1	$2.41M	Sell	37,292 -14,020	-27%	-$941K	0.43%	48
2024 Q4	$3.39M	Sell	51,312 -1,200	-2%	-$81.5K	0.6%	40
2024 Q3	$3.46M	Buy	52,512 +572	+1%	+$35.9K	0.64%	36
2024 Q2	$3.14M	Buy	51,940 +3,980	+8%	+$242K	0.62%	37
2024 Q1	$3M	Sell	47,960 -15,804	-25%	-$934K	0.62%	36
2023 Q4	$3.71M	Buy	63,764 +3,008	+5%	+$161K	0.85%	28
2023 Q3	$3.16M	Buy	60,756 +53,396	+725%	+$2.93M	0.83%	27
2023 Q2	$405K	Buy	7,360 +516	+8%	+$27.1K	0.1%	88
2023 Q1	$361K	Buy	+6,844	New	+$364K	0.1%	91

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 Advisors Wealth Management's VO Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $70K and leaving 42,617 shares worth $3.43M. The position accounts for 0.4% of the portfolio, ranked #51.

Capital Advisors Wealth Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Capital Advisors Wealth Management held 42,617 shares of Vanguard Morningstar Mid-Cap ETF worth $3.43M as of Q2 2026.
Capital Advisors Wealth Management sold 903 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $70K.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #51 holding.
Capital Advisors Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.71M in Q4 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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