Fogel Capital Management’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fogel Capital Management's VO Position: Q1 2026 in Review

Fogel Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.58% in Q1 2026, buying an estimated $24.7K and bringing the position to 57,888 shares worth $4.16M. The position accounts for 1.9% of the portfolio, ranked #17.

Fogel Capital Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.22M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Fogel Capital Management held 57,888 shares of Vanguard Mid-Cap ETF worth $4.16M as of Q1 2026.
Fogel Capital Management bought 332 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $24.7K.
Vanguard Mid-Cap ETF made up 1.9% of Fogel Capital Management's portfolio in Q1 2026, its #17 holding.
Fogel Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Fogel Capital Management's Vanguard Mid-Cap ETF position peaked at $4.22M in Q3 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.