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Capital Investment Counsel (Colorado)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Capital Investment Counsel (Colorado)’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 		$395K Sell
4,900
-1,984
-29% -$154K 0.05% 116
2026
Q1 		$494K Hold
6,884
– – 0.07% 109
2025
Q4 		$500K Buy
+6,884
New +$501K 0.07% 108

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s VO Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 29% in Q2 2026, selling an estimated $154K and leaving 4,900 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #116.

Capital Investment Counsel (Colorado) first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q4 2025. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 4,900 shares of Vanguard Morningstar Mid-Cap ETF worth $395K as of Q2 2026.
  • Capital Investment Counsel (Colorado) sold 1,984 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #116 holding.
  • Capital Investment Counsel (Colorado) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Counsel (Colorado)'s Vanguard Morningstar Mid-Cap ETF position peaked at $500K in Q4 2025.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.