Carrera Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Carrera Capital Advisors’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	$4M	Buy	49,676 +436	+0.9%	+$33.8K	0.59%	34
2026 Q1	$3.54M	Buy	49,240 +176	+0.4%	+$13.1K	0.54%	35
2025 Q4	$3.56M	Buy	49,064 +2,664	+6%	+$194K	0.6%	34
2025 Q3	$3.42M	Sell	46,400 -992	-2%	-$71.2K	0.61%	29
2025 Q2	$3.33M	Hold	47,392	–	–	0.67%	30
2025 Q1	$3.06M	Sell	47,392 -2,828	-6%	-$190K	0.68%	29
2024 Q4	$3.32M	Buy	50,220 +1,420	+3%	+$96.4K	0.78%	22
2024 Q3	$3.22M	Buy	48,800 +2,412	+5%	+$151K	0.79%	20
2024 Q2	$2.82M	Buy	+46,388	New	+$2.82M	0.92%	16

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Carrera Capital Advisors's VO Position: Q2 2026 in Review

Carrera Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.89% in Q2 2026, buying an estimated $33.8K and bringing the position to 49,676 shares worth $4M. The position accounts for 0.59% of the portfolio, ranked #34.

Carrera Capital Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Carrera Capital Advisors held 49,676 shares of Vanguard Morningstar Mid-Cap ETF worth $4M as of Q2 2026.
Carrera Capital Advisors bought 436 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $33.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.59% of Carrera Capital Advisors's portfolio in Q2 2026, its #34 holding.
Carrera Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.