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

Fogel 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	$4.75M	Buy	58,974 +1,086	+2%	+$84.2K	1.91%	17
2026 Q1	$4.16M	Buy	57,888 +332	+0.6%	+$24.7K	1.9%	17
2025 Q4	$4.18M	Buy	57,556 +92	+0.2%	+$6.69K	1.92%	17
2025 Q3	$4.22M	Buy	57,464 +200	+0.3%	+$14.4K	1.95%	17
2025 Q2	$4.01M	Buy	57,264 +464	+0.8%	+$30.5K	2.14%	16
2025 Q1	$3.67M	Sell	56,800 -64	-0.1%	-$4.29K	1.98%	17
2024 Q4	$3.76M	Buy	56,864 +316	+0.6%	+$21.5K	1.89%	17
2024 Q3	$3.73M	Sell	56,548 -7,288	-11%	-$458K	1.92%	18
2024 Q2	$3.86M	Sell	63,836 -524	-0.8%	-$31.8K	2.06%	16
2024 Q1	$3.88M	Buy	64,360 +524	+0.8%	+$31K	2.28%	14
2023 Q4	$3.73M	Buy	+63,836	New	+$3.41M	2.85%	12

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

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

Fogel Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $84.2K and bringing the position to 58,974 shares worth $4.75M. The position accounts for 1.91% of the portfolio, ranked #17.

Fogel Capital Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fogel Capital Management held 58,974 shares of Vanguard Morningstar Mid-Cap ETF worth $4.75M as of Q2 2026.
Fogel Capital Management bought 1,086 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $84.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.91% of Fogel Capital Management's portfolio in Q2 2026, its #17 holding.
Fogel Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.