Davis Capital Management
VO icon

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

Davis Capital Management’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 		$16.6K Hold
212
– – 0.01% 224
2026
Q2 		$17.1K Hold
212
– – 0.01% 222
2026
Q1 		$15.2K Hold
212
– – 0.01% 199
2025
Q4 		$15.4K Hold
212
– – 0.01% 203
2025
Q3 		$15.6K Buy
+212
New +$15.2K 0.01% 203
2025
Q1 		$13.7K Hold
212
– – 0.01% 204
2024
Q4 		$14K Hold
212
– – 0.01% 201
2024
Q3 		$14K Hold
212
– – 0.01% 215
2024
Q2 		$12.7K Hold
212
– – 0.01% 214
2024
Q1 		$13.2K Hold
212
– – 0.01% 205
2023
Q4 		$12.3K Buy
+212
New +$11.3K 0.01% 203

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Border to Coast Pensions Partnership
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Davis Capital Management's VO Position: Q3 2026 in Review

Davis Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 212 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #224.

Davis Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1K in Q2 2026. 1,384 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Davis Capital Management held 212 shares of Vanguard Morningstar Mid-Cap ETF worth $16.6K as of Q3 2026.
  • Davis Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Davis Capital Management's portfolio in Q3 2026, its #224 holding.
  • Davis Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Davis Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $17.1K in Q2 2026.
  • 1,384 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.