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

Fjell 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 Q3	$608K	Sell	7,749 -51,775	-87%	-$4.21M	0.34%	59
2026 Q2	$4.8M	Buy	59,524 +124	+0.2%	+$9.6K	3.27%	9
2026 Q1	$4.26M	Buy	59,400 +1,040	+2%	+$77.3K	3.28%	10
2025 Q4	$4.23M	Buy	58,360 +872	+2%	+$63.4K	3.25%	11
2025 Q3	$4.22M	Sell	57,488 -1,984	-3%	-$142K	3.72%	9
2025 Q2	$4.16M	Sell	59,472 -108	-0.2%	-$7.09K	3.86%	6
2025 Q1	$3.85M	Buy	59,580 +2,372	+4%	+$159K	3.91%	5
2024 Q4	$3.78M	Buy	+57,208	New	+$3.88M	3.9%	4

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fjell Capital's VO Position: Q3 2026 in Review

Fjell Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 87% in Q3 2026, selling an estimated $4.21M and leaving 7,749 shares worth $608K. The position accounts for 0.34% of the portfolio, ranked #59.

Fjell Capital first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.8M in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Fjell Capital held 7,749 shares of Vanguard Morningstar Mid-Cap ETF worth $608K as of Q3 2026.
Fjell Capital sold 51,775 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $4.21M.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Fjell Capital's portfolio in Q3 2026, its #59 holding.
Fjell Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Fjell Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $4.8M in Q2 2026.
1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Fjell Capital's 13F filing for Q3 2026, filed 13 Oct 2026.