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 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	$9.59M	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

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

CoreCap Advisors's VO Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q2 2026, buying an estimated $4.52M and bringing the position to 253,780 shares worth $20.4M. The position accounts for 0.6% of the portfolio, ranked #24.

CoreCap Advisors first reported a position in VO in Q4 2021 and has held it in 17 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CoreCap Advisors held 253,780 shares of Vanguard Morningstar Mid-Cap ETF worth $20.4M as of Q2 2026.
CoreCap Advisors bought 58,300 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.52M.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of CoreCap Advisors's portfolio in Q2 2026, its #24 holding.
CoreCap Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.