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

Capital Group Private Client 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 Q2	$887K	Buy	11,015 +2,451	+29%	+$190K	0.01%	207
2026 Q1	$615K	Hold	8,564	–	–	0.01%	203
2025 Q4	$621K	Buy	8,564 +132	+2%	+$9.6K	0.01%	225
2025 Q3	$619K	Buy	8,432 +3,528	+72%	+$253K	0.01%	230
2025 Q2	$343K	Buy	+4,904	New	+$322K	﹤0.01%	267

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 Group Private Client Services's VO Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 29% in Q2 2026, buying an estimated $190K and bringing the position to 11,015 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #207.

Capital Group Private Client Services first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Capital Group Private Client Services held 11,015 shares of Vanguard Morningstar Mid-Cap ETF worth $887K as of Q2 2026.
Capital Group Private Client Services bought 2,451 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $190K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #207 holding.
Capital Group Private Client Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.