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

Capital Performance 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	–	Sell	-4,320	Closed	-$310K	–	486
2026 Q1	$310K	Buy	+4,320	New	+$321K	0.02%	322
2025 Q3	–	Sell	-3,692	Closed	-$258K	–	364
2025 Q2	$258K	Sell	3,692 -264	-7%	-$17.3K	0.05%	188
2025 Q1	$256K	Buy	3,956 +276	+8%	+$18.5K	0.06%	188
2024 Q4	$243K	Buy	3,680 +688	+23%	+$46.7K	0.08%	122
2024 Q3	$197K	Buy	+2,992	New	+$188K	0.06%	109

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 Performance Advisors's VO Position: Q2 2026 in Review

Capital Performance Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 4,320 shares — an estimated $310K sold.

Capital Performance Advisors first reported a position in VO in Q3 2024 and held it in 5 quarters. The position peaked at $310K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Capital Performance Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 4,320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310K.
Capital Performance Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 5 quarters.
Capital Performance Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $310K in Q1 2026.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.