Fort Vancouver Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fort Vancouver Investment 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	$690K	Sell	8,565 -595	-6%	-$46.1K	0.32%	23
2026 Q1	$658K	Hold	9,160	–	–	0.33%	20
2025 Q4	$665K	Hold	9,160	–	–	0.36%	20
2025 Q3	$673K	Sell	9,160 -12	-0.1%	-$862	0.37%	20
2025 Q2	$642K	Sell	9,172 -40	-0.4%	-$2.63K	0.44%	20
2025 Q1	$596K	Hold	9,212	–	–	0.46%	19
2024 Q4	$608K	Hold	9,212	–	–	0.52%	18
2024 Q3	$608K	Hold	9,212	–	–	0.52%	17
2024 Q2	$558K	Buy	+9,212	New	+$560K	0.54%	20

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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 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

Fort Vancouver Investment Management's VO Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, selling an estimated $46.1K and leaving 8,565 shares worth $690K. The position accounts for 0.32% of the portfolio, ranked #23.

Fort Vancouver Investment Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fort Vancouver Investment Management held 8,565 shares of Vanguard Morningstar Mid-Cap ETF worth $690K as of Q2 2026.
Fort Vancouver Investment Management sold 595 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #23 holding.
Fort Vancouver Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.