Capstone Wealth Management Group (Oregon)’s Vanguard Mid-Cap ETF VO Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$370K	Sell	5,152 -56	-1%	-$4.16K	0.23%	81
2025 Q4	$378K	Buy	5,208 +8	+0.2%	+$582	0.23%	81
2025 Q3	$382K	Buy	5,200 +236	+5%	+$16.9K	0.24%	76
2025 Q2	$347K	Hold	4,964	–	–	0.25%	74
2025 Q1	$321K	Sell	4,964 -288	-5%	-$19.3K	0.26%	69
2024 Q4	$347K	Buy	+5,252	New	+$357K	0.26%	71

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VO Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q1 2026, selling an estimated $4.16K and leaving 5,152 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #81.

Capstone Wealth Management Group (Oregon) first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 5,152 shares of Vanguard Mid-Cap ETF worth $370K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 56 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.16K.
Vanguard Mid-Cap ETF made up 0.23% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #81 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Mid-Cap ETF position peaked at $382K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.