Caprock Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.1M | Buy |
238,032
+5,432
| +2% | +$404K | 0.41% | 38 |
|
|
2025
Q4 | $16.9M | Buy |
232,600
+4,204
| +2% | +$306K | 0.36% | 44 |
|
|
2025
Q3 | $16.6M | Buy |
+228,396
| New | +$16.4M | 0.41% | 40 |
|
|
2025
Q1 | $14.8M | Buy |
229,536
+39,520
| +21% | +$2.65M | 0.45% | 37 |
|
|
2024
Q4 | $12.5M | Buy |
190,016
+3,504
| +2% | +$238K | 0.41% | 39 |
|
|
2024
Q3 | $12.3M | Buy |
186,512
+2,168
| +1% | +$136K | 0.45% | 33 |
|
|
2024
Q2 | $11.2M | Sell |
184,344
-5,960
| -3% | -$362K | 0.46% | 29 |
|
|
2024
Q1 | $11.9M | Buy |
190,304
+19,460
| +11% | +$1.15M | 0.68% | 22 |
|
|
2023
Q4 | $9.94M | Buy |
170,844
+3,212
| +2% | +$172K | 0.63% | 24 |
|
|
2023
Q3 | $8.73M | Buy |
167,632
+2,100
| +1% | +$115K | 0.66% | 23 |
|
|
2023
Q2 | $9.11M | Sell |
165,532
-3,040
| -2% | -$159K | 0.67% | 23 |
|
|
2023
Q1 | $8.89M | Sell |
168,572
-4,908
| -3% | -$261K | 0.69% | 25 |
|
|
2022
Q4 | $8.84M | Buy |
173,480
+8,932
| +5% | +$455K | 0.82% | 21 |
|
|
2022
Q3 | $7.73M | Buy |
164,548
+6,336
| +4% | +$331K | 0.74% | 22 |
|
|
2022
Q2 | $7.79M | Sell |
158,212
-2,376
| -1% | -$128K | 0.76% | 20 |
|
|
2022
Q1 | $9.55M | Buy |
160,588
+1,736
| +1% | +$102K | 0.9% | 20 |
|
|
2021
Q4 | $10.1M | Sell |
158,852
-7,524
| -5% | -$472K | 0.83% | 19 |
|
|
2021
Q3 | $9.85M | Buy |
166,376
+1,576
| +1% | +$95.2K | 0.88% | 18 |
|
|
2021
Q2 | $9.78M | Sell |
164,800
-796
| -0.5% | -$46.1K | 0.89% | 18 |
|
|
2021
Q1 | $9.16M | Sell |
165,596
-1,124
| -0.7% | -$61K | 1% | 16 |
|
|
2020
Q4 | $8.62M | Buy |
166,720
+1,492
| +0.9% | +$72.2K | 0.98% | 16 |
|
|
2020
Q3 | $7.28M | Sell |
165,228
-7,264
| -4% | -$317K | 1% | 18 |
|
|
2020
Q2 | $7.07M | Buy |
172,492
+452
| +0.3% | +$17.3K | 1.06% | 15 |
|
|
2020
Q1 | $5.66M | Sell |
172,040
-165,628
| -49% | -$6.86M | 1.07% | 15 |
|
|
2019
Q4 | $15M | Sell |
337,668
-2,632
| -0.8% | -$113K | 2.69% | 6 |
|
|
2019
Q3 | $14.3M | Buy |
340,300
+5,932
| +2% | +$248K | 2.78% | 6 |
|
|
2019
Q2 | $14M | Buy |
334,368
+4,804
| +1% | +$197K | 2.74% | 6 |
|
|
2019
Q1 | $13.3M | Sell |
329,564
-3,492
| -1% | -$134K | 2.58% | 6 |
|
|
2018
Q4 | $11.5M | Buy |
333,056
+19,176
| +6% | +$720K | 2.65% | 6 |
|
|
2018
Q3 | $12.9M | Buy |
313,880
+828
| +0.3% | +$33.8K | 2.63% | 5 |
|
|
2018
Q2 | $12.3M | Buy |
313,052
+9,376
| +3% | +$368K | 2.61% | 4 |
|
|
2018
Q1 | $11.7M | Buy |
303,676
+2,508
| +0.8% | +$98.8K | 2.5% | 5 |
|
|
2017
Q4 | $12.1M | Sell |
301,168
-2,156
| -0.7% | -$81.4K | 2.35% | 5 |
|
|
2017
Q3 | $11.2M | Buy |
303,324
+1,060
| +0.4% | +$38.2K | 2.33% | 5 |
|
|
2017
Q2 | $10.8M | Buy |
302,264
+13,552
| +5% | +$479K | 2.39% | 5 |
|
|
2017
Q1 | $10.1M | Sell |
288,712
-18,712
| -6% | -$643K | 2.36% | 6 |
|
|
2016
Q4 | $10.1M | Buy |
307,424
+14,408
| +5% | +$466K | 2.55% | 6 |
|
|
2016
Q3 | $9.48M | Buy |
293,016
+4,376
| +2% | +$140K | 2.15% | 7 |
|
|
2016
Q2 | $8.92M | Sell |
288,640
-9,760
| -3% | -$298K | 2.17% | 7 |
|
|
2016
Q1 | $9.04M | Buy |
298,400
+100,028
| +50% | +$2.83M | 2.14% | 7 |
|
|
2015
Q4 | $5.96M | Buy |
198,372
+8,596
| +5% | +$262K | 3.41% | 9 |
|
|
2015
Q3 | $5.54M | Buy |
189,776
+76,780
| +68% | +$2.39M | 3.93% | 9 |
|
|
2015
Q2 | $3.6M | Buy |
112,996
+62,444
| +124% | +$2.03M | 3.3% | 12 |
|
|
2015
Q1 | $1.68M | Buy |
+50,552
| New | +$1.59M | 1.71% | 15 |
|
Other funds holding VO
Caprock Group's VO Position: Q1 2026 in Review
Caprock Group increased its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q1 2026, buying an estimated $404K and bringing the position to 238,032 shares worth $17.1M. The position accounts for 0.41% of the portfolio, ranked #38.
Caprock Group first reported a position in VO in Q1 2015 and has held it in 44 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Caprock Group held 238,032 shares of Vanguard Mid-Cap ETF worth $17.1M as of Q1 2026.
- Caprock Group bought 5,432 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $404K.
- Vanguard Mid-Cap ETF made up 0.41% of Caprock Group's portfolio in Q1 2026, its #38 holding.
- Caprock Group first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 44 quarters since.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.