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

Elevated Capital 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	$102K	Hold	1,268	–	–	0.03%	282
2026 Q1	$91K	Hold	1,268	–	–	0.02%	292
2025 Q4	$92K	Buy	+1,268	New	+$92.2K	0.02%	298
2024 Q4	–	Sell	-26,124	Closed	-$1.72M	–	283
2024 Q3	$1.72M	Sell	26,124 -1,440	-5%	-$90.4K	0.46%	49
2024 Q2	$1.67M	Sell	27,564 -1,548	-5%	-$94.1K	0.47%	57
2024 Q1	$1.82M	Sell	29,112 -1,556	-5%	-$92K	0.52%	61
2023 Q4	$1.78M	Sell	30,668 -1,128	-4%	-$60.3K	0.56%	58
2023 Q3	$1.66M	Sell	31,796 -2,344	-7%	-$129K	0.56%	59
2023 Q2	$1.88M	Sell	34,140 -5,348	-14%	-$280K	0.63%	49
2023 Q1	$2.08M	Buy	39,488 +1,804	+5%	+$96K	0.75%	44
2022 Q4	$1.92M	Sell	37,684 -6,852	-15%	-$349K	0.73%	42
2022 Q3	$2.09M	Buy	+44,536	New	+$2.33M	0.82%	35
2022 Q1	$4.38M	Buy	+73,704	New	+$4.32M	1.45%	14
2021 Q3	$4.38M	Buy	+73,976	New	+$4.47M	1.51%	14
2021 Q1	$4.2M	Buy	73,968 +41,360	+127%	+$2.24M	1.63%	11
2020 Q4	$1.69M	Buy	32,608 +228	+0.7%	+$11K	0.73%	41
2020 Q3	$1.55M	Sell	32,380 -1,284	-4%	-$56K	0.73%	42
2020 Q2	$1.56M	Buy	+33,664	New	+$1.29M	0.73%	38
2019 Q4	$1.04M	Buy	+23,308	New	+$1M	1.15%	30
2019 Q1	$1.22M	Buy	+34,556	New	+$1.33M	0.81%	33

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

Elevated Capital Advisors's VO Position: Q2 2026 in Review

Elevated Capital Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,268 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #282.

Elevated Capital Advisors first reported a position in VO in Q1 2019 and has held it in 20 quarters since. The position peaked at $4.38M in Q1 2022. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Elevated Capital Advisors held 1,268 shares of Vanguard Morningstar Mid-Cap ETF worth $102K as of Q2 2026.
Elevated Capital Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #282 holding.
Elevated Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 20 quarters since.
Elevated Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.38M in Q1 2022.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.