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

Capstone Wealth Management Group (Pennsylvania)’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 		$1.46M Sell
18,103
-137
-0.8% -$10.6K 0.51% 38
2026
Q1 		$1.31M Hold
18,240
– – 0.55% 40
2025
Q4 		$1.32M Buy
18,240
+88
+0.5% +$6.4K 0.55% 34
2025
Q3 		$1.33M Sell
18,152
-52
-0.3% -$3.73K 0.56% 30
2025
Q2 		$1.27M Sell
18,204
-2,080
-10% -$137K 1.22% 17
2025
Q1 		$1.31M Sell
20,284
-9,456
-32% -$635K 0.75% 31
2024
Q4 		$1.96M Buy
29,740
+11,628
+64% +$789K 1.05% 22
2024
Q3 		$1.19M Buy
18,112
+76
+0.4% +$4.77K 0.71% 35
2024
Q2 		$1.09M Hold
18,036
– – 0.71% 33
2024
Q1 		$1.13M Sell
18,036
-576
-3% -$34K 0.81% 31
2023
Q4 		$1.08M Sell
18,612
-336
-2% -$18K 1.02% 24
2023
Q3 		$987K Sell
18,948
-648
-3% -$35.5K 1.02% 27
2023
Q2 		$1.08M Sell
19,596
-340
-2% -$17.8K 1.11% 23
2023
Q1 		$1.05M Sell
19,936
-35,748
-64% -$1.9M 1.17% 19
2022
Q4 		$2.84M Sell
55,684
-1,984
-3% -$101K 3.05% 7
2022
Q3 		$2.71M Buy
57,668
+696
+1% +$36.4K 3.47% 8
2022
Q2 		$2.81M Sell
56,972
-2,280
-4% -$123K 3.38% 7
2022
Q1 		$3.52M Sell
59,252
-14,116
-19% -$828K 3.52% 7
2021
Q4 		$4.67M Buy
+73,368
New +$4.6M 3.8% 7

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VO Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.75% in Q2 2026, selling an estimated $10.6K and leaving 18,103 shares worth $1.46M. The position accounts for 0.51% of the portfolio, ranked #38.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.67M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 18,103 shares of Vanguard Morningstar Mid-Cap ETF worth $1.46M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 137 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.51% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #38 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Morningstar Mid-Cap ETF position peaked at $4.67M in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.