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Capital Analysts LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Analysts LLC’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 		$4.18M Buy
58,276
+4,640
+9% +$345K 0.11% 163
2025
Q4 		$3.89M Buy
53,636
+23,516
+78% +$1.71M 0.11% 166
2025
Q3 		$2.21M Buy
30,120
+924
+3% +$66.4K 0.06% 222
2025
Q2 		$2.04M Buy
29,196
+580
+2% +$38.1K 0.07% 212
2025
Q1 		$1.85M Buy
28,616
+4,744
+20% +$318K 0.07% 201
2024
Q4 		$1.58M Buy
23,872
+700
+3% +$47.5K 0.06% 205
2024
Q3 		$1.53M Buy
23,172
+6,116
+36% +$384K 0.06% 204
2024
Q2 		$1.03M Sell
17,056
-2,284
-12% -$139K 0.05% 241
2024
Q1 		$1.21M Buy
19,340
+5,116
+36% +$302K 0.06% 219
2023
Q4 		$827K Buy
14,224
+4,620
+48% +$247K 0.04% 250
2023
Q3 		$500K Sell
9,604
-3,692
-28% -$202K 0.03% 299
2023
Q2 		$710K Sell
13,296
-4,308
-24% -$226K 0.04% 258
2023
Q1 		$928K Buy
17,604
+2,000
+13% +$106K 0.05% 225
2022
Q4 		$794K Sell
15,604
-5,036
-24% -$257K 0.05% 244
2022
Q3 		$970K Buy
20,640
+44
+0.2% +$2.3K 0.07% 209
2022
Q2 		$1.01M Buy
20,596
+68
+0.3% +$3.67K 0.07% 204
2022
Q1 		$1.22M Buy
20,528
+9,512
+86% +$558K 0.08% 200
2021
Q4 		$701K Sell
11,016
-748
-6% -$46.9K 0.04% 238
2021
Q3 		$696K Buy
11,764
+24
+0.2% +$1.45K 0.05% 231
2021
Q2 		$696K Buy
11,740
+124
+1% +$7.19K 0.05% 231
2021
Q1 		$643K Buy
11,616
+10,732
+1,214% +$582K 0.04% 233
2020
Q4 		$46K Hold
884
– – ﹤0.01% 430
2020
Q3 		$39K Buy
884
+148
+20% +$6.45K ﹤0.01% 436
2020
Q2 		$30K Hold
736
– – ﹤0.01% 434
2020
Q1 		$24K Hold
736
– – ﹤0.01% 428
2019
Q4 		$33K Hold
736
– – ﹤0.01% 443
2019
Q3 		$30K Hold
736
– – ﹤0.01% 443
2019
Q2 		$31K Buy
+736
New +$30.1K ﹤0.01% 423
2018
Q1 		– Sell
-1,304
Closed -$51K – 575
2017
Q4 		$51K Sell
1,304
-2,792
-68% -$105K 0.01% 311
2017
Q3 		$151K Sell
4,096
-2,120
-34% -$76.5K 0.02% 204
2017
Q2 		$221K Sell
6,216
-1,160
-16% -$41K 0.03% 187
2017
Q1 		$257K Sell
7,376
-5,060
-41% -$174K 0.04% 162
2016
Q4 		$409K Sell
12,436
-1,680
-12% -$54.4K 0.07% 156
2016
Q3 		$457K Sell
14,116
-8,664
-38% -$278K 0.09% 144
2016
Q2 		$704K Sell
22,780
-3,908
-15% -$119K 0.14% 112
2016
Q1 		$809K Sell
26,688
-5,452
-17% -$154K 0.16% 104
2015
Q4 		$965K Sell
32,140
-5,248
-14% -$160K 0.2% 99
2015
Q3 		$1.09M Sell
37,388
-2,916
-7% -$90.9K 0.21% 105
2015
Q2 		$1.28M Buy
+40,304
New +$1.31M 0.26% 88

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capital Analysts LLC's VO Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Mid-Cap ETF (VO) stake by 8.7% in Q1 2026, buying an estimated $345K and bringing the position to 58,276 shares worth $4.18M. The position accounts for 0.11% of the portfolio, ranked #163.

Capital Analysts LLC first reported a position in VO in Q2 2015 and has held it in 39 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Capital Analysts LLC held 58,276 shares of Vanguard Mid-Cap ETF worth $4.18M as of Q1 2026.
  • Capital Analysts LLC bought 4,640 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $345K.
  • Vanguard Mid-Cap ETF made up 0.11% of Capital Analysts LLC's portfolio in Q1 2026, its #163 holding.
  • Capital Analysts LLC first reported a position in Vanguard Mid-Cap ETF in Q2 2015 and has held it in 39 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.