Cascades Capital Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cascades Capital Asset Management’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	$7.34M	Buy	91,111 +2,439	+3%	+$189K	2.72%	9
2026 Q1	$6.37M	Buy	88,672 +9,056	+11%	+$673K	2.67%	9
2025 Q4	$5.78M	Buy	79,616 +7,760	+11%	+$564K	2.42%	11
2025 Q3	$5.28M	Buy	71,856 +12,384	+21%	+$889K	2.32%	9
2025 Q2	$4.16M	Sell	59,472 -4,268	-7%	-$280K	2.14%	11
2025 Q1	$4.12M	Sell	63,740 -1,592	-2%	-$107K	2.22%	11
2024 Q4	$4.31M	Buy	65,332 +7,632	+13%	+$518K	2.3%	10
2024 Q3	$3.81M	Buy	+57,700	New	+$3.62M	2.1%	12

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

Cascades Capital Asset Management's VO Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $189K and bringing the position to 91,111 shares worth $7.34M. The position accounts for 2.72% of the portfolio, ranked #9.

Cascades Capital Asset Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cascades Capital Asset Management held 91,111 shares of Vanguard Morningstar Mid-Cap ETF worth $7.34M as of Q2 2026.
Cascades Capital Asset Management bought 2,439 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $189K.
Vanguard Morningstar Mid-Cap ETF made up 2.72% of Cascades Capital Asset Management's portfolio in Q2 2026, its #9 holding.
Cascades Capital Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.