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

Chicago Capital’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 		$539K Sell
6,692
-460
-6% -$35.7K 0.01% 264
2026
Q1 		$513K Buy
7,152
+228
+3% +$16.9K 0.01% 257
2025
Q4 		$502K Sell
6,924
-596
-8% -$43.4K 0.01% 262
2025
Q3 		$552K Hold
7,520
– – 0.01% 238
2025
Q2 		$526K Buy
7,520
+2,120
+39% +$139K 0.01% 245
2025
Q1 		$349K Sell
5,400
-872
-14% -$58.5K 0.01% 272
2024
Q4 		$414K Hold
6,272
– – 0.01% 237
2024
Q3 		$414K Buy
6,272
+900
+17% +$56.5K 0.01% 240
2024
Q2 		$325K Buy
+5,372
New +$326K 0.01% 259

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Chicago Capital's VO Position: Q2 2026 in Review

Chicago Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, selling an estimated $35.7K and leaving 6,692 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #264.

Chicago Capital first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $552K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Chicago Capital held 6,692 shares of Vanguard Morningstar Mid-Cap ETF worth $539K as of Q2 2026.
  • Chicago Capital sold 460 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #264 holding.
  • Chicago Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Chicago Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $552K in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.