CoreCap Advisors
VO icon

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

CoreCap 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
Q3 		$19.2M Sell
245,060
-8,720
-3% -$709K 0.55% 29
2026
Q2 		$20.4M Buy
253,780
+58,300
+30% +$4.52M 0.6% 24
2026
Q1 		$14M Buy
195,480
+16,856
+9% +$1.25M 0.48% 36
2025
Q4 		$13M Buy
178,624
+2,292
+1% +$167K 0.45% 37
2025
Q3 		$12.9M Buy
176,332
+30,440
+21% +$2.19M 0.47% 35
2025
Q2 		$10.2M Buy
145,892
+6,108
+4% +$401K 0.41% 42
2025
Q1 		$9.04M Buy
139,784
+10,012
+8% +$672K 0.4% 44
2024
Q4 		$8.57M Buy
129,772
+7,860
+6% +$534K 0.39% 40
2024
Q3 		$8.04M Buy
+121,912
New +$7.65M 0.38% 44
2024
Q2 		– Sell
-104,872
Closed -$6.55M – 2563
2024
Q1 		$6.55M Sell
104,872
-99,192
-49% -$5.86M 0.35% 46
2023
Q4 		$11.9M Sell
204,064
-2,592
-1% -$138K 0.77% 26
2023
Q3 		$10.8M Buy
206,656
+4,988
+2% +$274K 0.78% 28
2023
Q2 		$11.1M Buy
+201,668
New +$10.6M 0.79% 20
2022
Q4 		$9.6M Buy
188,220
+15,664
+9% +$798K 0.69% 28
2022
Q3 		$8.11M Buy
172,556
+4,276
+3% +$223K 0.68% 32
2022
Q2 		$8.29M Buy
168,280
+22,012
+15% +$1.19M 0.65% 30
2022
Q1 		$8.7M Buy
146,268
+9,776
+7% +$574K 0.6% 35
2021
Q4 		$8.69M Buy
+136,492
New +$8.56M 0.58% 35

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's VO Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q3 2026, selling an estimated $709K and leaving 245,060 shares worth $19.2M. The position accounts for 0.55% of the portfolio, ranked #29.

CoreCap Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.4M in Q2 2026. 766 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • CoreCap Advisors held 245,060 shares of Vanguard Morningstar Mid-Cap ETF worth $19.2M as of Q3 2026.
  • CoreCap Advisors sold 8,720 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $709K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.55% of CoreCap Advisors's portfolio in Q3 2026, its #29 holding.
  • CoreCap Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $20.4M in Q2 2026.
  • 766 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.