Catalina Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Catalina Capital Group’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	$203K	Hold	2,828	–	–	0.12%	156
2025 Q4	$205K	Hold	2,828	–	–	0.12%	144
2025 Q3	$208K	Buy	+2,828	New	+$203K	0.13%	143
2025 Q1	–	Sell	-5,076	Closed	-$335K	–	361
2024 Q4	$335K	Hold	5,076	–	–	0.11%	187
2024 Q3	$335K	Hold	5,076	–	–	0.11%	190
2024 Q2	$307K	Hold	5,076	–	–	0.12%	179
2024 Q1	$317K	Buy	5,076 +448	+10%	+$26.5K	0.13%	166
2023 Q4	$269K	Buy	+4,628	New	+$247K	0.18%	102

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Catalina Capital Group's VO Position: Q1 2026 in Review

Catalina Capital Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 2,828 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #156.

Catalina Capital Group first reported a position in VO in Q4 2023 and has held it in 8 quarters since. The position peaked at $335K in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Catalina Capital Group held 2,828 shares of Vanguard Mid-Cap ETF worth $203K as of Q1 2026.
Catalina Capital Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.12% of Catalina Capital Group's portfolio in Q1 2026, its #156 holding.
Catalina Capital Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Catalina Capital Group's Vanguard Mid-Cap ETF position peaked at $335K in Q4 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.