CSF
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Capital Squared Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Squared Financial’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 		$1.44M Sell
17,921
-955
-5% -$74K 0.94% 39
2026
Q1 		$1.36M Buy
18,876
+2,848
+18% +$212K 1.03% 34
2025
Q4 		$1.16M Buy
16,028
+2,476
+18% +$180K 0.91% 38
2025
Q3 		$995K Buy
13,552
+6,056
+81% +$435K 0.86% 37
2025
Q2 		$524K Buy
+7,496
New +$492K 0.61% 39

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Capital Squared Financial's VO Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, selling an estimated $74K and leaving 17,921 shares worth $1.44M. The position accounts for 0.94% of the portfolio, ranked #39.

Capital Squared Financial first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capital Squared Financial held 17,921 shares of Vanguard Mid-Cap ETF worth $1.44M as of Q2 2026.
  • Capital Squared Financial sold 955 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $74K.
  • Vanguard Mid-Cap ETF made up 0.94% of Capital Squared Financial's portfolio in Q2 2026, its #39 holding.
  • Capital Squared Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.