Capital Advisory Group Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-26,696	Closed	-$1.94M	–	155
2025 Q4	$1.94M	Buy	26,696 +16	+0.1%	+$1.16K	0.57%	49
2025 Q3	$1.96M	Sell	26,680 -184	-0.7%	-$13.2K	0.61%	51
2025 Q2	$1.88M	Sell	26,864 -508	-2%	-$33.3K	0.68%	47
2025 Q1	$1.77M	Sell	27,372 -924	-3%	-$62K	0.68%	51
2024 Q4	$1.87M	Buy	28,296 +3,196	+13%	+$217K	0.67%	48
2024 Q3	$1.66M	Buy	25,100 +704	+3%	+$44.2K	0.66%	47
2024 Q2	$1.48M	Buy	24,396 +944	+4%	+$57.4K	0.63%	46
2024 Q1	$1.46M	Buy	23,452 +692	+3%	+$40.9K	0.69%	42
2023 Q4	$1.32M	Sell	22,760 -892	-4%	-$47.7K	0.71%	42
2023 Q3	$1.23M	Buy	+23,652	New	+$1.3M	0.7%	44
2023 Q2	–	Sell	-27,096	Closed	-$1.43M	–	144
2023 Q1	$1.43M	Hold	27,096	–	–	0.86%	33
2022 Q4	$1.38M	Sell	27,096 -2,052	-7%	-$105K	0.94%	33
2022 Q3	$1.37M	Sell	29,148 -8,992	-24%	-$470K	0.95%	32
2022 Q2	$1.98M	Sell	38,140 -1,036	-3%	-$56K	1.18%	25
2022 Q1	$2.33M	Sell	39,176 -528	-1%	-$31K	1.08%	25
2021 Q4	$2.53M	Buy	39,704 +1,056	+3%	+$66.2K	1.1%	24
2021 Q3	$2.29M	Sell	38,648 -2,024	-5%	-$122K	0.83%	30
2021 Q2	$2.41M	Sell	40,672 -368	-0.9%	-$21.3K	0.88%	31
2021 Q1	$2.27M	Buy	41,040 +11,048	+37%	+$600K	0.88%	31
2020 Q4	$1.55M	Buy	29,992 +6,464	+27%	+$313K	0.65%	46
2020 Q3	$1.04M	Buy	23,528 +4,316	+22%	+$188K	0.54%	46
2020 Q2	$787K	Buy	+19,212	New	+$736K	0.44%	51
2018 Q4	–	Sell	-172	Closed	-$7K	–	428
2018 Q3	$7K	Buy	+172	New	+$7.02K	﹤0.01%	273
2018 Q2	–	Sell	-12	Closed	–	–	381
2018 Q1	$0	Buy	+12	New	+$472	﹤0.01%	347

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capital Advisory Group Advisory Services's VO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 26,696 shares — an estimated $1.94M sold.

Capital Advisory Group Advisory Services first reported a position in VO in Q1 2018 and held it in 24 quarters. The position peaked at $2.53M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 26,696 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.94M.
Capital Advisory Group Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and held it in 24 quarters.
Capital Advisory Group Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $2.53M in Q4 2021.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.