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

Courier 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 		$2.47M Buy
30,635
+1,027
+3% +$79.6K 0.12% 150
2026
Q1 		$2.13M Buy
29,608
+1,380
+5% +$103K 0.12% 157
2025
Q4 		$2.05M Buy
28,228
+716
+3% +$52.1K 0.12% 155
2025
Q3 		$2.02M Buy
27,512
+1,264
+5% +$90.8K 0.12% 159
2025
Q2 		$1.84M Buy
26,248
+380
+1% +$24.9K 0.11% 155
2025
Q1 		$1.67M Buy
25,868
+1,376
+6% +$92.3K 0.11% 162
2024
Q4 		$1.62M Buy
24,492
+3,076
+14% +$209K 0.11% 156
2024
Q3 		$1.41M Buy
21,416
+808
+4% +$50.7K 0.1% 170
2024
Q2 		$1.25M Buy
20,608
+1,288
+7% +$78.3K 0.1% 156
2024
Q1 		$1.21M Buy
19,320
+1,588
+9% +$93.8K 0.09% 174
2023
Q4 		$1.03M Sell
17,732
-692
-4% -$37K 0.08% 182
2023
Q3 		$959K Buy
18,424
+504
+3% +$27.6K 0.08% 178
2023
Q2 		$986K Buy
17,920
+880
+5% +$46.1K 0.08% 180
2023
Q1 		$899K Buy
17,040
+1,580
+10% +$84.1K 0.1% 125
2022
Q4 		$788K Buy
15,460
+28
+0.2% +$1.43K 0.09% 132
2022
Q3 		$725K Buy
15,432
+752
+5% +$39.3K 0.09% 133
2022
Q2 		$723K Buy
14,680
+80
+0.5% +$4.32K 0.08% 137
2022
Q1 		$868K Buy
14,600
+644
+5% +$37.8K 0.09% 138
2021
Q4 		$889K Buy
13,956
+1,160
+9% +$72.7K 0.08% 139
2021
Q3 		$757K Buy
12,796
+284
+2% +$17.2K 0.07% 152
2021
Q2 		$742K Buy
12,512
+1,288
+11% +$74.6K 0.07% 156
2021
Q1 		$621K Buy
11,224
+816
+8% +$44.3K 0.06% 165
2020
Q4 		$538K Buy
10,408
+1,572
+18% +$76.1K 0.06% 172
2020
Q3 		$418K Buy
+8,836
New +$385K 0.05% 183

Other funds holding VO

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Courier Capital's VO Position: Q2 2026 in Review

Courier Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, buying an estimated $79.6K and bringing the position to 30,635 shares worth $2.47M. The position accounts for 0.12% of the portfolio, ranked #150.

Courier Capital first reported a position in VO in Q3 2020 and has held it in 24 quarters since. 1,299 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Courier Capital held 30,635 shares of Vanguard Morningstar Mid-Cap ETF worth $2.47M as of Q2 2026.
  • Courier Capital bought 1,027 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $79.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Courier Capital's portfolio in Q2 2026, its #150 holding.
  • Courier Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.