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

Capital Asset 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 		$682K Sell
8,468
-3,200
-27% -$248K 1.54% 16
2026
Q1 		$838K Buy
11,668
+4
+0% +$297 0.94% 37
2025
Q4 		$846K Buy
+11,664
New +$848K 0.94% 34

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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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 22.9% 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 Asset Management's VO Position: Q2 2026 in Review

Capital Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, selling an estimated $248K and leaving 8,468 shares worth $682K. The position accounts for 1.54% of the portfolio, ranked #16.

Capital Asset Management first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $846K in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Asset Management held 8,468 shares of Vanguard Morningstar Mid-Cap ETF worth $682K as of Q2 2026.
  • Capital Asset Management sold 3,200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $248K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.54% of Capital Asset Management's portfolio in Q2 2026, its #16 holding.
  • Capital Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $846K in Q4 2025.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.