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Capital Insight Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital Insight Partners’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
-69,348
Closed -$5.03M – 114
2025
Q4 		$5.03M Sell
69,348
-6,876
-9% -$500K 1.06% 31
2025
Q3 		$5.6M Buy
76,224
+4,840
+7% +$348K 0.93% 34
2025
Q2 		$4.99M Sell
71,384
-14,716
-17% -$966K 0.87% 37
2025
Q1 		$5.57M Sell
86,100
-1,388
-2% -$93.1K 0.97% 36
2024
Q4 		$5.78M Sell
87,488
-1,752
-2% -$119K 1% 31
2024
Q3 		$5.89M Sell
89,240
-1,480
-2% -$92.9K 1.03% 31
2024
Q2 		$5.49M Buy
90,720
+112
+0.1% +$6.81K 1.04% 28
2024
Q1 		$5.66M Buy
90,608
+4,080
+5% +$241K 1.06% 27
2023
Q4 		$5.03M Buy
86,528
+1,792
+2% +$95.7K 1.03% 26
2023
Q3 		$4.41M Buy
84,736
+5,028
+6% +$276K 1% 27
2023
Q2 		$4.39M Buy
79,708
+512
+0.6% +$26.8K 0.98% 25
2023
Q1 		$4.18M Buy
79,196
+812
+1% +$43.2K 0.98% 25
2022
Q4 		$3.99M Buy
78,384
+9,492
+14% +$483K 1.04% 27
2022
Q3 		$3.24M Sell
68,892
-2,032
-3% -$106K 0.87% 35
2022
Q2 		$3.49M Buy
70,924
+5,320
+8% +$287K 0.82% 38
2022
Q1 		$3.9M Buy
65,604
+3,776
+6% +$222K 0.8% 38
2021
Q4 		$3.94M Buy
61,828
+5,264
+9% +$330K 0.8% 42
2021
Q3 		$3.35M Buy
56,564
+5,044
+10% +$305K 0.73% 46
2021
Q2 		$3.06M Buy
51,520
+2,048
+4% +$119K 0.69% 51
2021
Q1 		$2.74M Buy
49,472
+1,556
+3% +$84.4K 0.67% 58
2020
Q4 		$2.48M Sell
47,916
-8
-0% -$387 0.62% 59
2020
Q3 		$2.11M Sell
47,924
-104
-0.2% -$4.53K 0.59% 62
2020
Q2 		$1.97M Sell
48,028
-776
-2% -$29.7K 0.62% 56
2020
Q1 		$1.61M Buy
48,804
+3,760
+8% +$156K 0.85% 39
2019
Q4 		$2.01M Buy
+45,044
New +$1.93M 0.92% 34

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Capital Insight Partners's VO Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 69,348 shares — an estimated $5.03M sold.

Capital Insight Partners first reported a position in VO in Q4 2019 and held it in 25 quarters. The position peaked at $5.89M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Capital Insight Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 69,348 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $5.03M.
  • Capital Insight Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $5.89M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.