CIA
VO icon

Capital Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital Investment Advisors’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 		$994K Buy
12,333
+45
+0.4% +$3.49K 0.01% 366
2026
Q1 		$882K Buy
12,288
+508
+4% +$37.7K 0.01% 369
2025
Q4 		$855K Sell
11,780
-32
-0.3% -$2.33K 0.01% 369
2025
Q3 		$867K Buy
11,812
+84
+0.7% +$6.03K 0.01% 354
2025
Q2 		$821K Sell
11,728
-120
-1% -$7.88K 0.01% 361
2025
Q1 		$766K Sell
11,848
-628
-5% -$42.1K 0.02% 361
2024
Q4 		$824K Buy
12,476
+284
+2% +$19.3K 0.02% 334
2024
Q3 		$804K Sell
12,192
-568
-4% -$35.7K 0.02% 334
2024
Q2 		$772K Buy
12,760
+1,352
+12% +$82.2K 0.02% 326
2024
Q1 		$713K Buy
11,408
+468
+4% +$27.7K 0.02% 340
2023
Q4 		$636K Buy
10,940
+168
+2% +$8.98K 0.02% 338
2023
Q3 		$561K Hold
10,772
– – 0.02% 336
2023
Q2 		$593K Sell
10,772
-232
-2% -$12.2K 0.02% 317
2023
Q1 		$580K Sell
11,004
-3,212
-23% -$171K 0.02% 330
2022
Q4 		$724K Buy
+14,216
New +$724K 0.02% 293

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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 Investment Advisors's VO Position: Q2 2026 in Review

Capital Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q2 2026, buying an estimated $3.49K and bringing the position to 12,333 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #366.

Capital Investment Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Investment Advisors held 12,333 shares of Vanguard Morningstar Mid-Cap ETF worth $994K as of Q2 2026.
  • Capital Investment Advisors bought 45 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.49K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #366 holding.
  • Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.