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Capstone Wealth Management Group (Pennsylvania)’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 18,240 shares worth $1.31M. The position accounts for 0.55% of the portfolio, ranked #40.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.67M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 18,240 shares of Vanguard Mid-Cap ETF worth $1.31M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.55% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #40 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Mid-Cap ETF position peaked at $4.67M in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.