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Carmel Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Carmel Capital Partners’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 		$922K Buy
12,844
+44
+0.3% +$3.27K 0.33% 66
2025
Q4 		$929K Sell
12,800
-216
-2% -$15.7K 0.33% 67
2025
Q3 		$956K Hold
13,016
– – 0.4% 58
2025
Q2 		$910K Buy
+13,016
New +$854K 0.32% 67

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

Carmel Capital Partners's VO Position: Q1 2026 in Review

Carmel Capital Partners increased its Vanguard Mid-Cap ETF (VO) stake by 0.34% in Q1 2026, buying an estimated $3.27K and bringing the position to 12,844 shares worth $922K. The position accounts for 0.33% of the portfolio, ranked #66.

Carmel Capital Partners first reported a position in VO in Q2 2025 and has held it in 4 quarters since. The position peaked at $956K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Carmel Capital Partners held 12,844 shares of Vanguard Mid-Cap ETF worth $922K as of Q1 2026.
  • Carmel Capital Partners bought 44 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
  • Vanguard Mid-Cap ETF made up 0.33% of Carmel Capital Partners's portfolio in Q1 2026, its #66 holding.
  • Carmel Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Carmel Capital Partners's Vanguard Mid-Cap ETF position peaked at $956K in Q3 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.