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

Capital Investment Counsel Inc’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 		$17.4K Hold
216
– – ﹤0.01% 253
2026
Q1 		$15.5K Hold
216
– – ﹤0.01% 244
2025
Q4 		$15.7K Buy
+216
New +$15.7K ﹤0.01% 249
2025
Q3 		– Sell
-216
Closed -$15.1K – 250
2025
Q2 		$15.1K Buy
+216
New +$14.2K ﹤0.01% 240
2025
Q1 		– Sell
-8
Closed -$528 – 258
2024
Q4 		$528 Buy
+8
New +$543 ﹤0.01% 245
2023
Q4 		– Sell
-252
Closed -$13.1K – 233
2023
Q3 		$13.1K Buy
+252
New +$13.8K ﹤0.01% 205

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Investment Counsel Inc's VO Position: Q2 2026 in Review

Capital Investment Counsel Inc held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 216 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Capital Investment Counsel Inc first reported a position in VO in Q3 2023 and has held it in 6 quarters since. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Investment Counsel Inc held 216 shares of Vanguard Morningstar Mid-Cap ETF worth $17.4K as of Q2 2026.
  • Capital Investment Counsel Inc left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #253 holding.
  • Capital Investment Counsel Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.