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

Elgethun 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
Q2 		$413K Hold
5,124
– – 0.06% 118
2026
Q1 		$368K Hold
5,124
– – 0.06% 112
2025
Q4 		$372K Buy
+5,124
New +$373K 0.06% 104

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

Elgethun Capital Management's VO Position: Q2 2026 in Review

Elgethun Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,124 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #118.

Elgethun Capital Management first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,306 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Elgethun Capital Management held 5,124 shares of Vanguard Morningstar Mid-Cap ETF worth $413K as of Q2 2026.
  • Elgethun Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Elgethun Capital Management's portfolio in Q2 2026, its #118 holding.
  • Elgethun Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.