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

Capital Asset 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	$78.7M	Buy	4,084,620 +3,053,812	+296%	+$227M	3.02%	5
2025 Q4	$77.2M	Buy	1,030,808 +74,140	+8%	+$5.39M	3.1%	5
2025 Q3	$70.3M	Buy	956,668 +7,836	+0.8%	+$563K	3.03%	5
2025 Q2	$66.8M	Buy	948,832 +24,368	+3%	+$1.6M	3.12%	5
2025 Q1	$60.5M	Sell	924,464 -20,604	-2%	-$1.38M	3.08%	7
2024 Q4	$63.1M	Sell	945,068 -656	-0.1%	-$44.5K	3.11%	5
2024 Q3	$62.1M	Buy	945,724 +15,380	+2%	+$966K	3.11%	5
2024 Q2	$56.2M	Buy	930,344 +7,228	+0.8%	+$439K	3.05%	5
2024 Q1	$56.7M	Buy	923,116 +13,888	+2%	+$821K	3.25%	5
2023 Q4	$52.9M	Buy	909,228 +21,536	+2%	+$1.15M	3.27%	5
2023 Q3	$46.7M	Buy	887,692 +89,612	+11%	+$4.91M	3.2%	6
2023 Q2	$44.9M	Buy	798,080 +13,436	+2%	+$704K	3.13%	6
2023 Q1	$41.4M	Buy	784,644 +24,488	+3%	+$1.3M	3.08%	7
2022 Q4	$39M	Buy	760,156 +12,384	+2%	+$631K	3.11%	7
2022 Q3	$35.1M	Buy	747,772 +370,476	+98%	+$19.4M	4.57%	4
2022 Q2	$18.6M	Buy	377,296 +9,956	+3%	+$538K	2.05%	9
2022 Q1	$21.8M	Buy	367,340 +34,876	+10%	+$2.05M	2.32%	8
2021 Q4	$21.2M	Buy	332,464 +14,004	+4%	+$878K	2.25%	8
2021 Q3	$18.9M	Buy	318,460 +8,200	+3%	+$495K	2.1%	8
2021 Q2	$18.4M	Buy	310,260 +302,076	+3,691%	+$17.5M	2.02%	8
2021 Q1	$453K	Buy	8,184 +7,672	+1,498%	+$416K	0.07%	270
2020 Q4	$26K	Buy	512 +112	+28%	+$5.42K	﹤0.01%	792
2020 Q3	$18K	Hold	400	–	–	﹤0.01%	446
2020 Q2	$18K	Hold	400	–	–	﹤0.01%	468
2020 Q1	$15K	Sell	400 -692	-63%	-$28.7K	﹤0.01%	423
2019 Q4	$50K	Buy	+1,092	New	+$46.9K	0.01%	431
2017 Q3	–	Sell	-39,056	Closed	-$1.39M	–	126
2017 Q2	$1.39M	Sell	39,056 -12,244	-24%	-$433K	0.89%	27
2017 Q1	$1.79M	Buy	51,300 +2,932	+6%	+$101K	1.29%	19
2016 Q4	$1.59M	Buy	+48,368	New	+$1.57M	1.35%	19

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 Asset Advisory Services's VO Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 296% in Q1 2026, buying an estimated $227M and bringing the position to 4,084,620 shares worth $78.7M. The position accounts for 3.02% of the portfolio, ranked #5.

Capital Asset Advisory Services first reported a position in VO in Q4 2016 and has held it in 29 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Capital Asset Advisory Services held 4,084,620 shares of Vanguard Mid-Cap ETF worth $78.7M as of Q1 2026.
Capital Asset Advisory Services bought 3,053,812 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $227M.
Vanguard Mid-Cap ETF made up 3.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #5 holding.
Capital Asset Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 29 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.